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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).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,821 | $105,160-90.7% | $94,679-89.6% | $139,456-93.0% |
| Participation rate | 50.0% | 82.4%-32.4pp | 80.8%-30.8pp | 80.3%-30.3pp |
| Annual return | 17.33% | 38.04%-20.7pp | 156.75%-139.4pp | 373.45%-356.1pp |
| Employer contribution / active EE | $753 | $4,107-81.7% | $3,673-79.5% | $4,753-84.2% |
| Participant deferral / active EE | $12,175 | $7,599+60.2% | $7,417+64.1% | $6,711+81.4% |
| Admin fee / account holder | $5 | $8,988-99.9% | $7,233-99.9% | $11,407-100.0% |