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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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,666 | $37,117-79.3% | $147,618-94.8% | $55,191-86.1% |
| Participation rate | 65.4% | 63.6%+1.7pp | 84.6%-19.3pp | 69.2%-3.8pp |
| Annual return | -0.80% | 3.44%-4.2pp | 61.98%-62.8pp | 10.78%-11.6pp |
| Employer contribution / active EE | $145 | $1,620-91.1% | $5,565-97.4% | $1,899-92.4% |
| Participant deferral / active EE | $633 | $1,985-68.1% | $4,895-87.1% | $3,046-79.2% |
| Admin fee / account holder | $0 | $86-100.0% | $11,612-100.0% | $91-100.0% |