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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $15,890 | $85,766-81.5% | $136,298-88.3% | $70,126-77.3% |
| Participation rate | 65.3% | 74.2%-8.9pp | 81.9%-16.7pp | 69.5%-4.3pp |
| Annual return | 29.59% | 31.46%-1.9pp | 5156.27%-5126.7pp | 73.15%-43.6pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,435 | $5,051-32.0% | $6,247-45.0% | $3,332+3.1% |
| Admin fee / account holder | $49 | $5,421-99.1% | $9,244-99.5% | $4,645-98.9% |