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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 | $59,456-62.7% | $93,681-76.3% | $74,400-70.2% |
| Participation rate | 31.2% | 59.6%-28.5pp | 68.7%-37.6pp | 67.2%-36.0pp |
| Annual return | 12.06% | 82.00%-69.9pp | 133.47%-121.4pp | 1367.51%-1355.5pp |
| Employer contribution / active EE | $951 | $1,266-24.9% | $2,422-60.7% | $2,624-63.8% |
| Participant deferral / active EE | $1,708 | $3,052-44.0% | $4,415-61.3% | $4,348-60.7% |
| Admin fee / account holder | $275 | $3,026-90.9% | $8,290-96.7% | $1,944-85.9% |