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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 | $21,652 | $83,575-74.1% | $66,439-67.4% | $65,191-66.8% |
| Participation rate | 67.7% | 71.6%-3.9pp | 74.5%-6.8pp | 63.0%+4.7pp |
| Annual return | 10.30% | 12.38%-2.1pp | 757.66%-747.4pp | 51.24%-40.9pp |
| Employer contribution / active EE | $1,310 | $2,903-54.9% | $2,637-50.3% | $2,400-45.4% |
| Participant deferral / active EE | $1,463 | $3,365-56.5% | $3,876-62.3% | $2,671-45.2% |
| Admin fee / account holder | $0 | $234-100.0% | $6,173-100.0% | $907-100.0% |