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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 | $13,737 | $73,638-81.3% | $95,964-85.7% | $73,497-81.3% |
| Participation rate | 19.7% | 76.2%-56.5pp | 77.1%-57.4pp | 70.7%-51.0pp |
| Annual return | 213.64% | 16.78%+196.9pp | 91.64%+122.0pp | 28.51%+185.1pp |
| Employer contribution / active EE | $0 | $1,863-100.0% | $2,541-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $727 | $3,617-79.9% | $4,167-82.5% | $3,740-80.6% |
| Admin fee / account holder | $38 | $482-92.1% | $6,797-99.4% | $513-92.6% |