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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 | $1,097 | $65,041-98.3% | $90,965-98.8% | $79,858-98.6% |
| Participation rate | 19.6% | 61.6%-42.0pp | 69.0%-49.4pp | 69.6%-50.1pp |
| Annual return | 6.50% | 30.45%-23.9pp | 134.57%-128.1pp | 31.72%-25.2pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $4,536-100.0% | $5,960-100.0% | $5,306-100.0% |