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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 | $12,812 | $77,817-83.5% | $123,553-89.6% | $64,173-80.0% |
| Participation rate | 41.2% | 74.7%-33.5pp | 82.3%-41.1pp | 69.6%-28.3pp |
| Annual return | -3.97% | 12.49%-16.5pp | 119.21%-123.2pp | 7.63%-11.6pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,277 | $5,240-56.6% | $6,426-64.6% | $3,470-34.4% |
| Admin fee / account holder | $13 | $5,519-99.8% | $9,284-99.9% | $4,887-99.7% |