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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.
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 | $12,180 | $52,293-76.7% | $178,499-93.2% | $73,412-83.4% |
| Participation rate | 50.1% | 65.3%-15.2pp | 81.9%-31.8pp | 72.2%-22.1pp |
| Annual return | 15.22% | 34.75%-19.5pp | 151.10%-135.9pp | 59.30%-44.1pp |
| Employer contribution / active EE | $468 | $1,735-73.0% | $5,011-90.7% | $2,234-79.1% |
| Participant deferral / active EE | $555 | $2,332-76.2% | $5,202-89.3% | $3,806-85.4% |
| Admin fee / account holder | $3 | $127-97.8% | $13,986-100.0% | $158-98.2% |