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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 | $84,045-85.7% | $77,361-84.5% | $69,255-82.7% |
| Participation rate | 52.6% | 71.8%-19.2pp | 75.0%-22.4pp | 69.0%-16.5pp |
| Annual return | 10.62% | 12.46%-1.8pp | 1011.54%-1000.9pp | 26.73%-16.1pp |
| Employer contribution / active EE | $879 | $2,954-70.2% | $2,990-70.6% | $2,645-66.8% |
| Participant deferral / active EE | $544 | $3,349-83.8% | $3,911-86.1% | $2,890-81.2% |
| Admin fee / account holder | $0 | $239-100.0% | $5,894-100.0% | $733-100.0% |