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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 | $4,489 | $55,470-91.9% | $155,556-97.1% | $74,478-94.0% |
| Participation rate | 45.7% | 61.9%-16.2pp | 78.2%-32.5pp | 67.2%-21.5pp |
| Annual return | 9.92% | 269.80%-259.9pp | 64.84%-54.9pp | 1370.56%-1360.6pp |
| Employer contribution / active EE | $556 | $2,267-75.5% | $4,675-88.1% | $2,626-78.8% |
| Participant deferral / active EE | $0 | $2,838-100.0% | $5,631-100.0% | $4,350-100.0% |
| Admin fee / account holder | $4 | $1,744-99.7% | $15,885-100.0% | $1,946-99.8% |