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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,653 | $60,261-74.0% | $81,783-80.9% | $74,546-79.0% |
| Participation rate | 49.6% | 62.9%-13.3pp | 72.4%-22.8pp | 67.2%-17.6pp |
| Annual return | 10.01% | 16.88%-6.9pp | 775.05%-765.0pp | 1366.03%-1356.0pp |
| Employer contribution / active EE | $337 | $2,622-87.2% | $2,913-88.4% | $2,624-87.2% |
| Participant deferral / active EE | $852 | $3,388-74.8% | $4,320-80.3% | $4,347-80.4% |
| Admin fee / account holder | $0 | $1,482-100.0% | $7,380-100.0% | $1,944-100.0% |