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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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,775 | $52,467-69.9% | $57,196-72.4% | $55,167-71.4% |
| Participation rate | 41.6% | 75.8%-34.2pp | 75.3%-33.7pp | 69.0%-27.4pp |
| Annual return | 8.01% | 7.72%+0.3pp | 14.59%-6.6pp | 169.23%-161.2pp |
| Employer contribution / active EE | $475 | $2,477-80.8% | $2,683-82.3% | $1,963-75.8% |
| Participant deferral / active EE | $1,277 | $2,830-54.9% | $3,096-58.8% | $3,054-58.2% |
| Admin fee / account holder | $50 | $269-81.5% | $3,141-98.4% | $504-90.1% |