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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 | $9,600 | $42,909-77.6% | $60,906-84.2% | $68,486-86.0% |
| Participation rate | 27.8% | 66.8%-38.9pp | 73.1%-45.3pp | 67.9%-40.1pp |
| Annual return | -14.91% | -13.99%-0.9pp | 16.94%-31.8pp | -7.85%-7.1pp |
| Employer contribution / active EE | $684 | $1,979-65.4% | $2,703-74.7% | $2,597-73.6% |
| Participant deferral / active EE | $952 | $2,866-66.8% | $3,814-75.0% | $4,028-76.4% |
| Admin fee / account holder | $19 | $3,104-99.4% | $3,227-99.4% | $5,404-99.7% |