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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $18,849 | $65,582-71.3% | $64,097-70.6% | $71,529-73.6% |
| Participation rate | 50.6% | 73.2%-22.6pp | 72.3%-21.8pp | 67.9%-17.4pp |
| Annual return | 10.47% | 18.96%-8.5pp | 33.75%-23.3pp | 28.97%-18.5pp |
| Employer contribution / active EE | $660 | $2,671-75.3% | $2,750-76.0% | $2,590-74.5% |
| Participant deferral / active EE | $1,744 | $3,628-51.9% | $3,881-55.1% | $4,291-59.4% |
| Admin fee / account holder | $109 | $616-82.4% | $3,070-96.5% | $1,588-93.2% |