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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $32,767-100.0% | $219,333-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 18.8%-18.8pp | 42.3%-42.3pp | 4.3%-4.3pp |
| Annual return | -4.09% | -2.03%-2.1pp | -2.01%-2.1pp | 2.81%-6.9pp |
| Employer contribution / active EE | $3,321 | $9,185-63.8% | $34,453-90.4% | $16,358-79.7% |
| Participant deferral / active EE | $0 | $215-100.0% | $34-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $5,362-100.0% | $1,639-100.0% |