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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 | $13,353 | $58,859-77.3% | $129,397-89.7% | $77,714-82.8% |
| Participation rate | 49.4% | 59.3%-10.0pp | 69.6%-20.3pp | 70.6%-21.2pp |
| Annual return | 24.09% | 24.74%-0.6pp | 9453.98%-9429.9pp | 31.26%-7.2pp |
| Employer contribution / active EE | $773 | $1,952-60.4% | $4,154-81.4% | $2,727-71.6% |
| Participant deferral / active EE | $3,249 | $3,215+1.1% | $4,167-22.0% | $4,649-30.1% |
| Admin fee / account holder | $0 | $591-100.0% | $7,679-100.0% | $433-99.9% |