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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,925 | $82,163-52.6% | $125,381-69.0% | $64,819-39.9% |
| Participation rate | 20.8% | 77.9%-57.1pp | 82.4%-61.6pp | 71.5%-50.7pp |
| Annual return | -15.66% | 3.49%-19.1pp | 572.31%-588.0pp | 32.84%-48.5pp |
| Employer contribution / active EE | $0 | $3,616-100.0% | $4,815-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $658 | $7,175-90.8% | $7,448-91.2% | $4,311-84.7% |
| Admin fee / account holder | $67 | $163-59.0% | $10,007-99.3% | $188-64.4% |