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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 | $9,084 | $55,441-83.6% | $76,002-88.0% | $77,671-88.3% |
| Participation rate | 46.9% | 63.6%-16.7pp | 69.1%-22.2pp | 70.6%-23.7pp |
| Annual return | 18.03% | 17.08%+0.9pp | 360.07%-342.0pp | 31.21%-13.2pp |
| Employer contribution / active EE | $818 | $1,789-54.3% | $2,688-69.6% | $2,726-70.0% |
| Participant deferral / active EE | $1,240 | $3,451-64.1% | $4,257-70.9% | $4,648-73.3% |
| Admin fee / account holder | $27 | $407-93.4% | $6,414-99.6% | $430-93.7% |