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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,536 | $84,936-81.7% | $111,308-86.0% | $79,391-80.4% |
| Participation rate | 69.5% | 75.9%-6.3pp | 77.3%-7.8pp | 70.7%-1.2pp |
| Annual return | 10.05% | 17.45%-7.4pp | 54.67%-44.6pp | 116.88%-106.8pp |
| Employer contribution / active EE | $904 | $1,979-54.3% | $2,732-66.9% | $2,428-62.8% |
| Participant deferral / active EE | $1,781 | $3,888-54.2% | $4,487-60.3% | $4,046-56.0% |
| Admin fee / account holder | $6 | $537-98.8% | $7,965-99.9% | $627-99.0% |