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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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,441 | $100,801-50.0% | $149,745-66.3% | $73,412-31.3% |
| Participation rate | 17.3% | 77.7%-60.4pp | 82.5%-65.2pp | 72.2%-54.8pp |
| Annual return | 18.06% | 265.34%-247.3pp | 276.72%-258.7pp | 59.30%-41.2pp |
| Employer contribution / active EE | $0 | $3,312-100.0% | $4,646-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $512 | $6,404-92.0% | $6,843-92.5% | $3,806-86.6% |
| Admin fee / account holder | $46 | $181-74.3% | $9,312-99.5% | $158-70.6% |