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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,248 | $45,566-9.5% | $64,105-35.7% | $59,633-30.8% |
| Participation rate | 27.5% | 60.2%-32.7pp | 68.2%-40.7pp | 68.7%-41.2pp |
| Annual return | -2.78% | 4.95%-7.7pp | 791.24%-794.0pp | 2041.45%-2044.2pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $679 | $2,057-67.0% | $2,822-75.9% | $3,192-78.7% |
| Admin fee / account holder | -$6 | $3,268-100.2% | $4,499-100.1% | $4,297-100.1% |