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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 | $10,624 | $64,719-83.6% | $112,249-90.5% | $68,486-84.5% |
| Participation rate | 66.3% | 67.2%-0.8pp | 75.1%-8.8pp | 67.9%-1.6pp |
| Annual return | -17.84% | -11.40%-6.4pp | 27.48%-45.3pp | -7.85%-10.0pp |
| Employer contribution / active EE | $1,041 | $2,747-62.1% | $3,636-71.4% | $2,597-59.9% |
| Participant deferral / active EE | $1,404 | $3,565-60.6% | $4,729-70.3% | $4,028-65.1% |
| Admin fee / account holder | $68 | $5,232-98.7% | $6,412-98.9% | $5,404-98.7% |