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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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,709 | $59,105-53.1% | $159,991-82.7% | $66,930-58.6% |
| Participation rate | 36.8% | 68.1%-31.2pp | 78.0%-41.1pp | 69.8%-33.0pp |
| Annual return | -11.43% | -12.26%+0.8pp | 408.82%-420.2pp | 1.57%-13.0pp |
| Employer contribution / active EE | $0 | $1,983-100.0% | $4,225-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,434 | $4,395-67.4% | $6,183-76.8% | $4,238-66.2% |
| Admin fee / account holder | $30 | $591-94.9% | $8,715-99.7% | $593-94.9% |