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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 | $15,305 | $91,680-83.3% | $67,524-77.3% | $77,692-80.3% |
| Participation rate | 16.8% | 76.0%-59.2pp | 72.9%-56.1pp | 70.6%-53.7pp |
| Annual return | 13.06% | 14.87%-1.8pp | 3519.41%-3506.3pp | 31.25%-18.2pp |
| Employer contribution / active EE | $0 | $3,186-100.0% | $2,734-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $467 | $3,909-88.0% | $4,001-88.3% | $4,648-90.0% |
| Admin fee / account holder | $0 | $176-100.0% | $4,001-100.0% | $431-100.0% |