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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 | $42,054-100.0% | $337,732-100.0% | $42,054-100.0% |
| Participation rate | 0.0% | 28.8%-28.8pp | 79.0%-79.0pp | 28.8%-28.8pp |
| Annual return | 0.00% | 27.28%-27.3pp | 10.26%-10.3pp | 27.28%-27.3pp |
| Employer contribution / active EE | $5,164 | $3,236+59.6% | $9,009-42.7% | $3,236+59.6% |
| Participant deferral / active EE | $0 | $2,703-100.0% | $2,768-100.0% | $2,703-100.0% |
| Admin fee / account holder | $0 | $107-100.0% | $3,556-100.0% | $107-100.0% |