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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $32,473 | $101,591-68.0% | $147,096-77.9% | $74,429-56.4% |
| Participation rate | 52.5% | 75.5%-23.1pp | 82.2%-29.7pp | 67.2%-14.7pp |
| Annual return | -10.71% | 8746.45%-8757.2pp | 419.75%-430.5pp | 1368.38%-1379.1pp |
| Employer contribution / active EE | $1,976 | $3,813-48.2% | $4,936-60.0% | $2,625-24.7% |
| Participant deferral / active EE | $4,006 | $7,302-45.1% | $8,071-50.4% | $4,348-7.9% |
| Admin fee / account holder | $38 | $1,750-97.8% | $13,005-99.7% | $1,944-98.0% |