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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 | $23,529 | $122,051-80.7% | $184,185-87.2% | $74,400-68.4% |
| Participation rate | 67.7% | 85.5%-17.8pp | 86.8%-19.1pp | 67.2%+0.5pp |
| Annual return | 11.63% | 19.91%-8.3pp | 28.81%-17.2pp | 1367.51%-1355.9pp |
| Employer contribution / active EE | $1,751 | $4,539-61.4% | $6,426-72.7% | $2,624-33.3% |
| Participant deferral / active EE | $0 | $7,146-100.0% | $9,132-100.0% | $4,348-100.0% |
| Admin fee / account holder | $4 | $1,258-99.6% | $13,909-100.0% | $1,944-99.8% |