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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 | $88,087-79.5% | $164,866-89.0% | $74,546-75.8% |
| Participation rate | 56.3% | 73.1%-16.8pp | 78.6%-22.3pp | 67.2%-10.9pp |
| Annual return | 21.94% | 17.27%+4.7pp | 69.97%-48.0pp | 1366.03%-1344.1pp |
| Employer contribution / active EE | $1,447 | $2,595-44.2% | $4,343-66.7% | $2,624-44.9% |
| Participant deferral / active EE | $2,564 | $4,499-43.0% | $6,033-57.5% | $4,347-41.0% |
| Admin fee / account holder | $25 | $2,232-98.9% | $12,689-99.8% | $1,944-98.7% |