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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 | $76,756 | $65,437+17.3% | $86,698-11.5% | $66,949+14.6% |
| Participation rate | 33.2% | 75.5%-42.3pp | 76.6%-43.4pp | 69.8%-36.7pp |
| Annual return | -18.10% | -10.91%-7.2pp | 35.96%-54.1pp | 1.57%-19.7pp |
| Employer contribution / active EE | $759 | $2,154-64.8% | $2,837-73.2% | $2,545-70.2% |
| Participant deferral / active EE | $1,510 | $4,102-63.2% | $4,656-67.6% | $4,239-64.4% |
| Admin fee / account holder | $25 | $642-96.2% | $7,492-99.7% | $594-95.9% |