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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $10,934 | $33,780-67.6% | $74,549-85.3% | $75,289-85.5% |
| Participation rate | 69.5% | 62.7%+6.8pp | 69.1%+0.3pp | 72.4%-2.9pp |
| Annual return | -7.10% | -1.24%-5.9pp | 32.53%-39.6pp | -0.04%-7.1pp |
| Employer contribution / active EE | $442 | $845-47.7% | $1,961-77.5% | $2,405-81.6% |
| Participant deferral / active EE | $860 | $1,890-54.5% | $3,108-72.3% | $3,739-77.0% |
| Admin fee / account holder | $0 | $86-100.0% | $5,059-100.0% | $102-100.0% |