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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 | $9,272 | $49,471-81.3% | $79,583-88.3% | $66,949-86.2% |
| Participation rate | 8.4% | 61.4%-53.0pp | 69.5%-61.1pp | 69.8%-61.4pp |
| Annual return | -15.88% | 84.30%-100.2pp | 0.16%-16.0pp | 1.57%-17.4pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,414-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $366 | $3,160-88.4% | $3,986-90.8% | $4,239-91.4% |
| Admin fee / account holder | $132 | $595-77.9% | $6,835-98.1% | $594-77.8% |