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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 | $4,846 | $61,356-92.1% | $149,696-96.8% | $71,511-93.2% |
| Participation rate | 44.3% | 62.5%-18.2pp | 78.8%-34.5pp | 67.9%-23.6pp |
| Annual return | 23.68% | 35.86%-12.2pp | 134.46%-110.8pp | 28.86%-5.2pp |
| Employer contribution / active EE | $0 | $2,382-100.0% | $4,821-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $1,033 | $2,920-64.6% | $5,682-81.8% | $4,291-75.9% |
| Admin fee / account holder | $21 | $1,263-98.3% | $13,212-99.8% | $1,588-98.7% |