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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 | $17,276 | $78,275-77.9% | $109,173-84.2% | $86,821-80.1% |
| Participation rate | 59.4% | 73.8%-14.5pp | 75.9%-16.5pp | 72.3%-12.9pp |
| Annual return | -89.65% | 19.14%-108.8pp | 25.75%-115.4pp | 97.94%-187.6pp |
| Employer contribution / active EE | $9,684 | $3,105+211.9% | $3,723+160.1% | $2,406+302.5% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,654-100.0% | $4,132-100.0% |
| Admin fee / account holder | $4 | $198-97.9% | $6,755-99.9% | $170-97.6% |