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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 | $23,103 | $79,181-70.8% | $102,423-77.4% | $74,429-69.0% |
| Participation rate | 62.4% | 74.8%-12.4pp | 76.5%-14.1pp | 67.2%-4.8pp |
| Annual return | 10.83% | 54.97%-44.1pp | 29.42%-18.6pp | 1368.38%-1357.5pp |
| Employer contribution / active EE | $851 | $2,362-64.0% | $3,023-71.9% | $2,625-67.6% |
| Participant deferral / active EE | $2,181 | $4,416-50.6% | $5,054-56.9% | $4,348-49.8% |
| Admin fee / account holder | $249 | $2,002-87.6% | $9,455-97.4% | $1,944-87.2% |