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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $4,295 | $50,464-91.5% | $75,784-94.3% | $52,331-91.8% |
| Participation rate | 0.0% | 66.8%-66.8pp | 75.8%-75.8pp | 68.1%-68.1pp |
| Annual return | 3.65% | 1.03%+2.6pp | 9.68%-6.0pp | 4.54%-0.9pp |
| Employer contribution / active EE | $440 | $1,988-77.9% | $3,323-86.8% | $1,882-76.6% |
| Participant deferral / active EE | $0 | $2,570-100.0% | $3,652-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $1,103-100.0% | $5,300-100.0% | $592-100.0% |