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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $2,789 | $54,392-94.9% | $84,753-96.7% | $63,975-95.6% |
| Participation rate | 17.6% | 76.9%-59.2pp | 76.6%-58.9pp | 71.1%-53.5pp |
| Annual return | 9.74% | 611.38%-601.6pp | 22.78%-13.0pp | 48.65%-38.9pp |
| Employer contribution / active EE | $0 | $2,943-100.0% | $3,574-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $311 | $2,593-88.0% | $3,712-91.6% | $3,356-90.7% |
| Admin fee / account holder | $1 | $136-99.6% | $5,333-100.0% | $70-99.3% |