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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 | $12,728 | $49,940-74.5% | $95,728-86.7% | $74,440-82.9% |
| Participation rate | 39.1% | 66.8%-27.7pp | 72.3%-33.2pp | 70.7%-31.7pp |
| Annual return | 34.64% | 24.92%+9.7pp | 28.40%+6.2pp | 34.37%+0.3pp |
| Employer contribution / active EE | $0 | $1,639-100.0% | $2,835-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $1,257 | $3,753-66.5% | $4,245-70.4% | $4,529-72.2% |
| Admin fee / account holder | $5 | $300-98.4% | $5,673-99.9% | $348-98.6% |