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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 | $23,434 | $65,453-64.2% | $86,698-73.0% | $66,938-65.0% |
| Participation rate | 41.3% | 75.5%-34.1pp | 76.6%-35.2pp | 69.8%-28.5pp |
| Annual return | -9.53% | -10.89%+1.4pp | 35.95%-45.5pp | 1.58%-11.1pp |
| Employer contribution / active EE | $0 | $2,154-100.0% | $2,837-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $730 | $4,102-82.2% | $4,656-84.3% | $4,238-82.8% |
| Admin fee / account holder | $37 | $642-94.2% | $7,493-99.5% | $594-93.7% |