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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 | $5,857 | $65,083-91.0% | $143,788-95.9% | $66,930-91.2% |
| Participation rate | 37.1% | 65.2%-28.1pp | 80.3%-43.2pp | 69.8%-32.7pp |
| Annual return | -28.60% | -11.13%-17.5pp | -0.03%-28.6pp | 1.57%-30.2pp |
| Employer contribution / active EE | $770 | $2,361-67.4% | $4,952-84.4% | $2,545-69.7% |
| Participant deferral / active EE | $967 | $2,920-66.9% | $5,638-82.9% | $4,238-77.2% |
| Admin fee / account holder | $58 | $502-88.5% | $14,675-99.6% | $593-90.3% |