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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.
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 | $10,771 | $70,667-84.8% | $123,105-91.3% | $52,331-79.4% |
| Participation rate | 62.4% | 83.7%-21.3pp | 86.8%-24.4pp | 68.1%-5.7pp |
| Annual return | -8.68% | 6.23%-14.9pp | 13.22%-21.9pp | 4.54%-13.2pp |
| Employer contribution / active EE | $1,051 | $2,946-64.3% | $5,151-79.6% | $1,882-44.1% |
| Participant deferral / active EE | $0 | $4,493-100.0% | $6,229-100.0% | $3,022-100.0% |
| Admin fee / account holder | $121 | $506-76.2% | $9,014-98.7% | $592-79.6% |