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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 | $101,653-68.1% | $147,080-77.9% | $74,459-56.4% |
| Participation rate | 52.5% | 75.6%-23.1pp | 82.2%-29.7pp | 67.2%-14.7pp |
| Annual return | -10.71% | 8754.98%-8765.7pp | 420.17%-430.9pp | 1369.70%-1380.4pp |
| Employer contribution / active EE | $1,976 | $3,813-48.2% | $4,933-59.9% | $2,626-24.7% |
| Participant deferral / active EE | $4,006 | $7,304-45.2% | $8,066-50.3% | $4,350-7.9% |
| Admin fee / account holder | $38 | $1,752-97.8% | $12,989-99.7% | $1,945-98.0% |