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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.
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 | $43,251 | $69,383-37.7% | $101,271-57.3% | $73,493-41.1% |
| Participation rate | 39.1% | 68.4%-29.2pp | 75.8%-36.7pp | 70.7%-31.6pp |
| Annual return | 9.83% | 18.46%-8.6pp | 46.48%-36.6pp | 28.51%-18.7pp |
| Employer contribution / active EE | $918 | $2,628-65.1% | $3,660-74.9% | $2,270-59.6% |
| Participant deferral / active EE | $1,161 | $3,301-64.8% | $4,371-73.4% | $3,740-68.9% |
| Admin fee / account holder | $91 | $704-87.1% | $5,948-98.5% | $513-82.3% |