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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,270 | $46,360-30.4% | $147,617-78.1% | $52,331-38.3% |
| Participation rate | 53.8% | 64.9%-11.1pp | 84.6%-30.8pp | 68.1%-14.3pp |
| Annual return | 0.12% | 1.62%-1.5pp | 61.98%-61.9pp | 4.54%-4.4pp |
| Employer contribution / active EE | $700 | $2,126-67.1% | $5,564-87.4% | $1,882-62.8% |
| Participant deferral / active EE | $1,592 | $2,258-29.5% | $4,895-67.5% | $3,022-47.3% |
| Admin fee / account holder | $35 | $766-95.4% | $11,612-99.7% | $592-94.1% |