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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.
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 | $21,393 | $80,753-73.5% | $136,297-84.3% | $62,293-65.7% |
| Participation rate | 36.4% | 73.5%-37.2pp | 81.9%-45.6pp | 69.5%-33.2pp |
| Annual return | 23.40% | 35.83%-12.4pp | 5156.19%-5132.8pp | 28.90%-5.5pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,696-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,453 | $5,164-33.1% | $6,247-44.7% | $3,169+9.0% |
| Admin fee / account holder | $27 | $525-94.8% | $9,244-99.7% | $479-94.3% |