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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 | $25,311 | $65,453-61.3% | $86,698-70.8% | $66,938-62.2% |
| Participation rate | 56.4% | 75.5%-19.0pp | 76.6%-20.2pp | 69.8%-13.4pp |
| Annual return | -15.15% | -10.89%-4.3pp | 35.95%-51.1pp | 1.58%-16.7pp |
| Employer contribution / active EE | $1,321 | $2,154-38.7% | $2,837-53.4% | $2,545-48.1% |
| Participant deferral / active EE | $1,929 | $4,102-53.0% | $4,656-58.6% | $4,238-54.5% |
| Admin fee / account holder | $7 | $642-98.9% | $7,493-99.9% | $594-98.8% |