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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 | $16,184 | $54,355-70.2% | $82,744-80.4% | $68,486-76.4% |
| Participation rate | 17.8% | 63.9%-46.1pp | 72.6%-54.8pp | 67.9%-50.1pp |
| Annual return | -4.59% | -13.67%+9.1pp | 702.22%-706.8pp | -7.85%+3.3pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $634 | $3,246-80.5% | $4,395-85.6% | $4,028-84.3% |
| Admin fee / account holder | $25 | $4,397-99.4% | $5,325-99.5% | $5,404-99.5% |