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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 | $6,539 | $65,092-90.0% | $143,799-95.5% | $66,938-90.2% |
| Participation rate | 54.3% | 65.2%-10.9pp | 80.3%-26.0pp | 69.8%-15.5pp |
| Annual return | -16.78% | -11.14%-5.6pp | -0.04%-16.7pp | 1.58%-18.4pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $94 | $2,920-96.8% | $5,638-98.3% | $4,238-97.8% |
| Admin fee / account holder | $46 | $502-90.9% | $14,677-99.7% | $594-92.3% |