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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.
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 | $13,642 | $69,383-80.3% | $101,275-86.5% | $73,497-81.4% |
| Participation rate | 59.1% | 68.4%-9.2pp | 75.8%-16.7pp | 70.7%-11.5pp |
| Annual return | 3.64% | 18.46%-14.8pp | 46.48%-42.8pp | 28.51%-24.9pp |
| Employer contribution / active EE | $778 | $2,628-70.4% | $3,660-78.7% | $2,270-65.7% |
| Participant deferral / active EE | $0 | $3,301-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $704-100.0% | $5,948-100.0% | $513-100.0% |