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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 | $15,689 | $101,778-84.6% | $164,975-90.5% | $80,925-80.6% |
| Participation rate | 46.1% | 71.8%-25.8pp | 78.6%-32.6pp | 67.7%-21.6pp |
| Annual return | 12.28% | 16.73%-4.4pp | 70.12%-57.8pp | 35.65%-23.4pp |
| Employer contribution / active EE | $1,699 | $2,954-42.5% | $4,343-60.9% | $2,756-38.3% |
| Participant deferral / active EE | $3,345 | $4,477-25.3% | $6,033-44.6% | $4,299-22.2% |
| Admin fee / account holder | $116 | $8,221-98.6% | $12,688-99.1% | $6,940-98.3% |