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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 | $91,695-83.3% | $67,575-77.4% | $77,736-80.3% |
| Participation rate | 16.8% | 76.0%-59.2pp | 72.9%-56.1pp | 70.6%-53.8pp |
| Annual return | 13.06% | 14.88%-1.8pp | 3528.98%-3515.9pp | 31.26%-18.2pp |
| Employer contribution / active EE | $0 | $3,189-100.0% | $2,736-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $467 | $3,912-88.1% | $4,003-88.3% | $4,651-90.0% |
| Admin fee / account holder | $0 | $245-100.0% | $3,993-100.0% | $433-100.0% |