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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 | $7,586 | $43,504-82.6% | $68,612-88.9% | $56,289-86.5% |
| Participation rate | 64.4% | 67.8%-3.5pp | 72.2%-7.9pp | 69.9%-5.5pp |
| Annual return | 0.00% | -3.15%+3.1pp | -4.63%+4.6pp | -9.96%+10.0pp |
| Employer contribution / active EE | $1,630 | $1,525+6.9% | $2,625-37.9% | $2,111-22.8% |
| Participant deferral / active EE | $1,619 | $2,509-35.5% | $3,311-51.1% | $3,350-51.7% |
| Admin fee / account holder | $14 | $515-97.3% | $5,131-99.7% | $521-97.3% |