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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $18,076 | $88,203-79.5% | $165,100-89.1% | $74,478-75.7% |
| Participation rate | 56.3% | 73.1%-16.8pp | 78.6%-22.3pp | 67.2%-10.9pp |
| Annual return | 21.94% | 17.13%+4.8pp | 70.21%-48.3pp | 1370.56%-1348.6pp |
| Employer contribution / active EE | $1,447 | $2,601-44.4% | $4,348-66.7% | $2,626-44.9% |
| Participant deferral / active EE | $2,564 | $4,505-43.1% | $6,035-57.5% | $4,350-41.1% |
| Admin fee / account holder | $25 | $2,235-98.9% | $12,696-99.8% | $1,946-98.7% |