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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 | $4,684 | $62,166-92.5% | $81,353-94.2% | $74,459-93.7% |
| Participation rate | 53.8% | 64.1%-10.3pp | 69.5%-15.8pp | 67.2%-13.4pp |
| Annual return | 12.64% | 16.50%-3.9pp | 24.82%-12.2pp | 1369.70%-1357.1pp |
| Employer contribution / active EE | $0 | $1,881-100.0% | $2,464-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,268 | $3,223-60.7% | $3,885-67.4% | $4,350-70.8% |
| Admin fee / account holder | $25 | $1,925-98.7% | $5,766-99.6% | $1,945-98.7% |