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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.
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 | $1,897 | $25,014-92.4% | $69,632-97.3% | $80,959-97.7% |
| Participation rate | 2.8% | 64.2%-61.4pp | 66.4%-63.6pp | 67.7%-64.9pp |
| Annual return | 14.72% | 19.08%-4.4pp | 101.32%-86.6pp | 35.67%-20.9pp |
| Employer contribution / active EE | $326 | $991-67.1% | $1,708-80.9% | $2,757-88.2% |
| Participant deferral / active EE | $744 | $1,840-59.6% | $2,889-74.2% | $4,300-82.7% |
| Admin fee / account holder | $13 | $2,491-99.5% | $4,695-99.7% | $6,925-99.8% |