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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 | $22,171 | $59,448-62.7% | $93,696-76.3% | $74,459-70.2% |
| Participation rate | 31.2% | 59.6%-28.5pp | 68.7%-37.6pp | 67.2%-36.1pp |
| Annual return | 12.06% | 82.11%-70.0pp | 133.74%-121.7pp | 1369.70%-1357.6pp |
| Employer contribution / active EE | $951 | $1,266-24.9% | $2,422-60.7% | $2,626-63.8% |
| Participant deferral / active EE | $1,708 | $3,052-44.0% | $4,417-61.3% | $4,350-60.7% |
| Admin fee / account holder | $275 | $3,027-90.9% | $8,287-96.7% | $1,945-85.9% |