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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 | $4,181 | $30,599-86.3% | $74,577-94.4% | $57,658-92.7% |
| Participation rate | 16.2% | 49.1%-32.9pp | 68.1%-51.9pp | 70.2%-54.0pp |
| Annual return | 0.00% | 14.24%-14.2pp | 20.47%-20.5pp | 5.13%-5.1pp |
| Employer contribution / active EE | $289 | $1,000-71.1% | $2,525-88.6% | $1,974-85.4% |
| Participant deferral / active EE | $408 | $1,805-77.4% | $3,458-88.2% | $3,061-86.7% |
| Admin fee / account holder | $2 | $98-97.7% | $4,138-99.9% | $95-97.6% |