Filed October 7, 2024
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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 | $15,042 | $65,862-77.2% | $124,693-87.9% | $79,391-81.1% |
| Participation rate | 64.7% | 62.2%+2.5pp | 74.6%-9.9pp | 70.7%-6.0pp |
| Annual return | 12.79% | 19.02%-6.2pp | 5144.19%-5131.4pp | 116.88%-104.1pp |
| Employer contribution / active EE | $588 | $1,883-68.8% | $3,324-82.3% | $2,428-75.8% |
| Participant deferral / active EE | $1,073 | $2,772-61.3% | $4,615-76.8% | $4,046-73.5% |
| Admin fee / account holder | $15 | $673-97.7% | $7,494-99.8% | $627-97.6% |