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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,815 | $55,902-89.6% | $76,030-92.4% | $80,959-92.8% |
| Participation rate | 53.8% | 62.1%-8.2pp | 69.1%-15.2pp | 67.7%-13.8pp |
| Annual return | 17.74% | 20.59%-2.9pp | 361.54%-343.8pp | 35.67%-17.9pp |
| Employer contribution / active EE | $383 | $1,867-79.5% | $2,688-85.8% | $2,757-86.1% |
| Participant deferral / active EE | $1,409 | $3,051-53.8% | $4,257-66.9% | $4,300-67.2% |
| Admin fee / account holder | $33 | $5,239-99.4% | $6,421-99.5% | $6,925-99.5% |