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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.
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.
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 | $7,624 | $89,652-91.5% | $141,177-94.6% | $65,185-88.3% |
| Participation rate | 20.9% | 74.7%-53.8pp | 82.5%-61.6pp | 70.2%-49.3pp |
| Annual return | 19.08% | 32.79%-13.7pp | 71.40%-52.3pp | 29.38%-10.3pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,736-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $915 | $5,691-83.9% | $6,710-86.4% | $3,514-74.0% |
| Admin fee / account holder | $33 | $569-94.2% | $10,263-99.7% | $847-96.1% |