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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 | $14,002 | $51,223-72.7% | $82,763-83.1% | $66,949-79.1% |
| Participation rate | 27.3% | 67.9%-40.6pp | 72.6%-45.2pp | 69.8%-42.5pp |
| Annual return | -20.68% | -9.85%-10.8pp | 702.45%-723.1pp | 1.57%-22.2pp |
| Employer contribution / active EE | $836 | $2,611-68.0% | $3,008-72.2% | $2,545-67.1% |
| Participant deferral / active EE | $1,698 | $3,460-50.9% | $4,395-61.4% | $4,239-59.9% |
| Admin fee / account holder | $143 | $415-65.6% | $5,325-97.3% | $594-75.9% |