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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,878 | $45,123-55.9% | $85,240-76.7% | $74,478-73.3% |
| Participation rate | 33.3% | 49.4%-16.0pp | 67.5%-34.2pp | 67.2%-33.9pp |
| Annual return | 9.17% | 26.32%-17.1pp | 66.75%-57.6pp | 1370.56%-1361.4pp |
| Employer contribution / active EE | $44 | $1,459-97.0% | $2,735-98.4% | $2,626-98.3% |
| Participant deferral / active EE | $1,329 | $2,736-51.4% | $4,527-70.6% | $4,350-69.4% |
| Admin fee / account holder | $29 | $2,215-98.7% | $6,165-99.5% | $1,946-98.5% |