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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.
Annual investment return 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,546 | $104,336-46.8% | $159,455-65.2% | $86,813-36.0% |
| Participation rate | 16.4% | 77.7%-61.3pp | 82.8%-66.4pp | 72.3%-55.9pp |
| Annual return | 12.68% | 26.32%-13.6pp | 263.63%-250.9pp | 97.93%-85.2pp |
| Employer contribution / active EE | $0 | $3,451-100.0% | $4,830-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $481 | $6,837-93.0% | $7,353-93.5% | $4,131-88.4% |
| Admin fee / account holder | $46 | $172-73.6% | $10,800-99.6% | $170-73.1% |