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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 | $763 | $30,107-97.5% | $61,501-98.8% | $64,824-98.8% |
| Participation rate | 1.8% | 36.4%-34.5pp | 52.6%-50.7pp | 71.5%-69.6pp |
| Annual return | 0.00% | -13.99%+14.0pp | 339.04%-339.0pp | 32.84%-32.8pp |
| Employer contribution / active EE | $0 | $537-100.0% | $1,160-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $27 | $1,126-97.6% | $2,125-98.7% | $4,311-99.4% |
| Admin fee / account holder | $1 | $148-99.3% | $2,132-100.0% | $188-99.4% |