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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $23,397 | $54,193-56.8% | $93,681-75.0% | $77,692-69.9% |
| Participation rate | 52.6% | 63.9%-11.3pp | 68.7%-16.1pp | 70.6%-17.9pp |
| Annual return | 12.66% | 30.54%-17.9pp | 133.47%-120.8pp | 31.25%-18.6pp |
| Employer contribution / active EE | $230 | $1,168-80.3% | $2,422-90.5% | $2,726-91.6% |
| Participant deferral / active EE | $2,656 | $3,144-15.5% | $4,415-39.8% | $4,648-42.9% |
| Admin fee / account holder | $85 | $576-85.3% | $8,290-99.0% | $431-80.3% |