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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 | $45,109-70.8% | $85,187-84.5% | $77,736-83.1% |
| Participation rate | 27.6% | 48.7%-21.0pp | 67.5%-39.9pp | 70.6%-43.0pp |
| Annual return | 18.74% | 79.55%-60.8pp | 66.67%-47.9pp | 31.26%-12.5pp |
| Employer contribution / active EE | $519 | $1,602-67.6% | $2,732-81.0% | $2,728-81.0% |
| Participant deferral / active EE | $961 | $2,814-65.8% | $4,525-78.8% | $4,651-79.3% |
| Admin fee / account holder | $22 | $915-97.6% | $6,162-99.6% | $433-94.8% |