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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $233,038-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 76.1%-76.1pp | 0.0%0pp |
| Annual return | 0.00% | 11.12%-11.1pp | 2.25%-2.2pp | 11.12%-11.1pp |
| Employer contribution / active EE | $5,049 | $8,521-40.7% | $5,162-2.2% | $8,521-40.7% |
| Participant deferral / active EE | $0 | $13-100.0% | $3,018-100.0% | $13-100.0% |
| Admin fee / account holder | $0 | $0 | $20,161-100.0% | - |