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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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $22,750 | $101,539-77.6% | $147,041-84.5% | $74,400-69.4% |
| Participation rate | 50.6% | 75.5%-24.9pp | 82.2%-31.6pp | 67.2%-16.6pp |
| Annual return | 12.62% | 8740.84%-8728.2pp | 419.21%-406.6pp | 1367.51%-1354.9pp |
| Employer contribution / active EE | $1,311 | $3,811-65.6% | $4,935-73.4% | $2,624-50.0% |
| Participant deferral / active EE | $2,321 | $7,304-68.2% | $8,071-71.2% | $4,348-46.6% |
| Admin fee / account holder | $7 | $1,749-99.6% | $13,006-99.9% | $1,944-99.6% |