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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,384 | $46,360-32.3% | $147,617-78.7% | $52,331-40.0% |
| Participation rate | 51.7% | 64.9%-13.3pp | 84.6%-32.9pp | 68.1%-16.4pp |
| Annual return | 0.15% | 1.62%-1.5pp | 61.98%-61.8pp | 4.54%-4.4pp |
| Employer contribution / active EE | $460 | $2,126-78.4% | $5,565-91.7% | $1,882-75.5% |
| Participant deferral / active EE | $502 | $2,258-77.7% | $4,895-89.7% | $3,022-83.4% |
| Admin fee / account holder | $25 | $766-96.7% | $11,611-99.8% | $592-95.7% |