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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.
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 | $23,350 | $69,383-66.3% | $101,275-76.9% | $73,497-68.2% |
| Participation rate | 43.4% | 68.4%-25.0pp | 75.8%-32.4pp | 70.7%-27.3pp |
| Annual return | 16.05% | 18.46%-2.4pp | 46.48%-30.4pp | 28.51%-12.5pp |
| Employer contribution / active EE | $0 | $2,628-100.0% | $3,660-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $698 | $3,301-78.8% | $4,371-84.0% | $3,740-81.3% |
| Admin fee / account holder | $54 | $704-92.3% | $5,948-99.1% | $513-89.4% |