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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 | $4,991 | $56,438-91.2% | $76,872-93.5% | $71,511-93.0% |
| Participation rate | 51.8% | 64.3%-12.5pp | 69.6%-17.8pp | 67.9%-16.1pp |
| Annual return | 0.00% | 19.05%-19.0pp | 37.90%-37.9pp | 28.86%-28.9pp |
| Employer contribution / active EE | $0 | $1,864-100.0% | $2,533-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $3,009 | $3,136-4.1% | $3,832-21.5% | $4,291-29.9% |
| Admin fee / account holder | $17 | $1,430-98.8% | $5,476-99.7% | $1,588-99.0% |