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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.
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.
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 | $29,051 | $50,643-42.6% | $106,619-72.8% | $55,167-47.3% |
| Participation rate | 47.1% | 65.6%-18.5pp | 78.0%-30.9pp | 69.0%-21.9pp |
| Annual return | 3.43% | 7.02%-3.6pp | 9.42%-6.0pp | 169.23%-165.8pp |
| Employer contribution / active EE | $727 | $1,626-55.3% | $3,947-81.6% | $1,963-63.0% |
| Participant deferral / active EE | $884 | $2,208-59.9% | $3,930-77.5% | $3,054-71.0% |
| Admin fee / account holder | $11 | $488-97.7% | $6,418-99.8% | $504-97.8% |