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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 | $12,934 | $63,768-79.7% | $98,506-86.9% | $79,389-83.7% |
| Participation rate | 41.7% | 69.9%-28.2pp | 73.3%-31.7pp | 70.7%-29.0pp |
| Annual return | 13.36% | 626.18%-612.8pp | 1494.92%-1481.6pp | 116.89%-103.5pp |
| Employer contribution / active EE | $1,023 | $2,558-60.0% | $2,961-65.4% | $2,428-57.9% |
| Participant deferral / active EE | $2,378 | $3,305-28.1% | $4,277-44.4% | $4,046-41.2% |
| Admin fee / account holder | $18 | $516-96.5% | $5,955-99.7% | $626-97.1% |