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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,691 | $46,072-31.2% | $69,779-54.6% | $55,167-42.6% |
| Participation rate | 24.4% | 67.5%-43.0pp | 71.8%-47.4pp | 69.0%-44.5pp |
| Annual return | 4.09% | 8.68%-4.6pp | 12.99%-8.9pp | 169.23%-165.1pp |
| Employer contribution / active EE | $0 | $1,500-100.0% | $2,338-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $479 | $2,344-79.6% | $2,931-83.6% | $3,054-84.3% |
| Admin fee / account holder | $9 | $428-97.9% | $4,381-99.8% | $504-98.2% |