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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 | $25,906 | $95,438-72.9% | $135,982-80.9% | $74,473-65.2% |
| Participation rate | 48.0% | 78.2%-30.2pp | 81.9%-33.9pp | 70.7%-22.7pp |
| Annual return | 22.01% | 32.61%-10.6pp | 68.32%-46.3pp | 34.36%-12.4pp |
| Employer contribution / active EE | $1,317 | $3,878-66.0% | $4,859-72.9% | $2,638-50.1% |
| Participant deferral / active EE | $2,640 | $7,790-66.1% | $7,760-66.0% | $4,530-41.7% |
| Admin fee / account holder | $23 | $259-91.3% | $10,767-99.8% | $347-93.5% |