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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 | $55,458-83.6% | $76,030-88.1% | $77,762-88.3% |
| Participation rate | 46.9% | 63.6%-16.7pp | 69.1%-22.1pp | 70.6%-23.7pp |
| Annual return | 18.03% | 17.10%+0.9pp | 361.54%-343.5pp | 31.27%-13.2pp |
| Employer contribution / active EE | $818 | $1,792-54.3% | $2,688-69.6% | $2,728-70.0% |
| Participant deferral / active EE | $1,240 | $3,454-64.1% | $4,257-70.9% | $4,651-73.3% |
| Admin fee / account holder | $27 | $411-93.4% | $6,421-99.6% | $433-93.8% |