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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,812 | $69,383-28.2% | $101,275-50.8% | $73,497-32.2% |
| Participation rate | 48.8% | 68.4%-19.6pp | 75.8%-27.1pp | 70.7%-21.9pp |
| Annual return | 0.83% | 18.46%-17.6pp | 46.48%-45.6pp | 28.51%-27.7pp |
| Employer contribution / active EE | $1,244 | $2,628-52.7% | $3,660-66.0% | $2,270-45.2% |
| Participant deferral / active EE | $0 | $3,301-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1 | $704-99.9% | $5,948-100.0% | $513-99.8% |