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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 | $26,849 | $86,655-69.0% | $119,622-77.6% | $66,938-59.9% |
| Participation rate | 56.6% | 75.6%-18.9pp | 79.3%-22.6pp | 69.8%-13.2pp |
| Annual return | -16.72% | -8.00%-8.7pp | -14.98%-1.7pp | 1.58%-18.3pp |
| Employer contribution / active EE | $868 | $2,536-65.8% | $4,232-79.5% | $2,545-65.9% |
| Participant deferral / active EE | $1,997 | $4,358-54.2% | $5,601-64.3% | $4,238-52.9% |
| Admin fee / account holder | $52 | $755-93.1% | $10,328-99.5% | $594-91.2% |