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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $13,171 | $44,980-70.7% | $85,063-84.5% | $77,692-83.0% |
| Participation rate | 27.6% | 48.6%-21.0pp | 67.5%-39.9pp | 70.6%-42.9pp |
| Annual return | 18.74% | 79.13%-60.4pp | 66.54%-47.8pp | 31.25%-12.5pp |
| Employer contribution / active EE | $519 | $1,607-67.7% | $2,727-81.0% | $2,726-81.0% |
| Participant deferral / active EE | $961 | $2,804-65.7% | $4,523-78.7% | $4,648-79.3% |
| Admin fee / account holder | $22 | $911-97.5% | $6,155-99.6% | $431-94.8% |