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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 | $3,898 | $26,137-85.1% | $58,561-93.3% | $74,460-94.8% |
| Participation rate | 13.6% | 32.2%-18.5pp | 50.9%-37.2pp | 70.7%-57.1pp |
| Annual return | 27.84% | 32.53%-4.7pp | 4251.33%-4223.5pp | 34.38%-6.5pp |
| Employer contribution / active EE | $139 | $537-74.1% | $1,053-86.8% | $2,638-94.7% |
| Participant deferral / active EE | $258 | $1,076-76.0% | $1,923-86.6% | $4,530-94.3% |
| Admin fee / account holder | $27 | $648-95.8% | $2,520-98.9% | $348-92.1% |