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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 | $8,091 | $106,236-92.4% | $112,263-92.8% | $64,824-87.5% |
| Participation rate | 63.2% | 71.7%-8.5pp | 75.1%-11.9pp | 71.5%-8.3pp |
| Annual return | -15.99% | -6.02%-10.0pp | 27.49%-43.5pp | 32.84%-48.8pp |
| Employer contribution / active EE | $2,433 | $3,167-23.2% | $3,636-33.1% | $2,507-2.9% |
| Participant deferral / active EE | $137 | $3,786-96.4% | $4,729-97.1% | $4,311-96.8% |
| Admin fee / account holder | $33 | $452-92.7% | $6,410-99.5% | $188-82.5% |