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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 | $14,537 | $89,652-83.8% | $141,197-89.7% | $65,186-77.7% |
| Participation rate | 10.1% | 74.7%-64.6pp | 82.5%-72.4pp | 70.2%-60.1pp |
| Annual return | 91.79% | 32.79%+59.0pp | 71.41%+20.4pp | 29.39%+62.4pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,736-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $959 | $5,691-83.1% | $6,710-85.7% | $3,514-72.7% |
| Admin fee / account holder | $135 | $569-76.2% | $10,265-98.7% | $847-84.0% |