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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $9,945 | $58,888-83.1% | $178,498-94.4% | $73,493-86.5% |
| Participation rate | 23.1% | 66.2%-43.1pp | 81.9%-58.8pp | 70.7%-47.6pp |
| Annual return | 40.21% | 24.86%+15.3pp | 151.09%-110.9pp | 28.51%+11.7pp |
| Employer contribution / active EE | $488 | $2,236-78.2% | $5,011-90.3% | $2,270-78.5% |
| Participant deferral / active EE | $1,061 | $2,568-58.7% | $5,202-79.6% | $3,740-71.6% |
| Admin fee / account holder | $49 | $400-87.7% | $13,985-99.6% | $513-90.4% |