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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 | $4,898 | $52,884-90.7% | $84,753-94.2% | $55,167-91.1% |
| Participation rate | 18.2% | 67.5%-49.3pp | 76.6%-58.4pp | 69.0%-50.8pp |
| Annual return | 21.56% | 18.03%+3.5pp | 22.78%-1.2pp | 169.23%-147.7pp |
| Employer contribution / active EE | $434 | $2,233-80.6% | $3,574-87.9% | $1,963-77.9% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $581-100.0% | $5,333-100.0% | $504-100.0% |