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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 | $10,350 | $65,092-84.1% | $143,799-92.8% | $66,938-84.5% |
| Participation rate | 20.9% | 65.2%-44.3pp | 80.3%-59.4pp | 69.8%-48.9pp |
| Annual return | -20.74% | -11.14%-9.6pp | -0.04%-20.7pp | 1.58%-22.3pp |
| Employer contribution / active EE | $519 | $2,362-78.0% | $4,952-89.5% | $2,545-79.6% |
| Participant deferral / active EE | $1,098 | $2,920-62.4% | $5,638-80.5% | $4,238-74.1% |
| Admin fee / account holder | $46 | $502-90.8% | $14,677-99.7% | $594-92.2% |