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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,264 | $76,112+0.2% | $96,544-21.0% | $71,529+6.6% |
| Participation rate | 31.0% | 74.4%-43.4pp | 76.0%-45.0pp | 67.9%-36.9pp |
| Annual return | 19.88% | 22.80%-2.9pp | 25.88%-6.0pp | 28.97%-9.1pp |
| Employer contribution / active EE | $816 | $2,248-63.7% | $2,966-72.5% | $2,590-68.5% |
| Participant deferral / active EE | $1,619 | $4,217-61.6% | $4,851-66.6% | $4,291-62.3% |
| Admin fee / account holder | $40 | $2,708-98.5% | $8,254-99.5% | $1,588-97.5% |