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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $78,275-100.0% | $109,173-100.0% | $86,821-100.0% |
| Participation rate | 0.0% | 73.8%-73.8pp | 75.9%-75.9pp | 72.3%-72.3pp |
| Annual return | 0.38% | 19.14%-18.8pp | 25.75%-25.4pp | 97.94%-97.6pp |
| Employer contribution / active EE | $844 | $3,105-72.8% | $3,723-77.3% | $2,406-64.9% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,654-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $198-100.0% | $6,755-100.0% | $170-100.0% |