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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $1,690 | $30,107-94.4% | $61,452-97.3% | $64,819-97.4% |
| Participation rate | 15.3% | 36.4%-21.1pp | 52.6%-37.3pp | 71.5%-56.2pp |
| Annual return | 0.00% | -13.99%+14.0pp | 338.96%-339.0pp | 32.84%-32.8pp |
| Employer contribution / active EE | $113 | $537-79.0% | $1,160-90.3% | $2,507-95.5% |
| Participant deferral / active EE | $204 | $1,126-81.8% | $2,125-90.4% | $4,311-95.3% |
| Admin fee / account holder | $12 | $148-92.2% | $2,131-99.5% | $188-93.8% |