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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 | $8,237 | $52,293-84.2% | $178,499-95.4% | $73,412-88.8% |
| Participation rate | 60.7% | 65.3%-4.7pp | 81.9%-21.3pp | 72.2%-11.5pp |
| Annual return | 25.09% | 34.75%-9.7pp | 151.10%-126.0pp | 59.30%-34.2pp |
| Employer contribution / active EE | $380 | $1,735-78.1% | $5,011-92.4% | $2,234-83.0% |
| Participant deferral / active EE | $1,926 | $2,332-17.4% | $5,202-63.0% | $3,806-49.4% |
| Admin fee / account holder | $78 | $127-38.9% | $13,986-99.4% | $158-50.7% |