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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 | $12,004 | $86,795-86.2% | $67,681-82.3% | $64,728-81.5% |
| Participation rate | 52.6% | 71.7%-19.1pp | 73.7%-21.2pp | 57.9%-5.3pp |
| Annual return | 10.62% | 12.58%-2.0pp | 590.58%-580.0pp | 49.38%-38.8pp |
| Employer contribution / active EE | $879 | $2,837-69.0% | $2,678-67.2% | $2,243-60.8% |
| Participant deferral / active EE | $544 | $3,430-84.1% | $3,976-86.3% | $2,729-80.1% |
| Admin fee / account holder | $0 | $238-100.0% | $6,100-100.0% | $1,145-100.0% |