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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,958 | $49,468-37.4% | $150,298-79.4% | $103,975-70.2% |
| Participation rate | 13.9% | 58.1%-44.2pp | 77.8%-63.8pp | 72.5%-58.6pp |
| Annual return | 17.68% | 38.98%-21.3pp | 62.79%-45.1pp | 19.41%-1.7pp |
| Employer contribution / active EE | $267 | $1,670-84.0% | $4,154-93.6% | $3,722-92.8% |
| Participant deferral / active EE | $471 | $2,650-82.2% | $5,453-91.4% | $5,343-91.2% |
| Admin fee / account holder | $76 | $385-80.2% | $14,116-99.5% | $332-77.1% |