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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 | $12,751 | $129,095-90.1% | $184,185-93.1% | $77,692-83.6% |
| Participation rate | 52.8% | 87.3%-34.5pp | 86.8%-34.0pp | 70.6%-17.8pp |
| Annual return | -21.36% | 33.29%-54.6pp | 28.81%-50.2pp | 31.25%-52.6pp |
| Employer contribution / active EE | $2,745 | $4,410-37.8% | $6,426-57.3% | $2,726+0.7% |
| Participant deferral / active EE | $0 | $7,300-100.0% | $9,132-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $256-100.0% | $13,909-100.0% | $431-100.0% |