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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 | $9,312 | $88,137-89.4% | $164,975-94.4% | $74,429-87.5% |
| Participation rate | 69.1% | 73.1%-4.0pp | 78.6%-9.5pp | 67.2%+1.9pp |
| Annual return | 12.52% | 17.13%-4.6pp | 70.12%-57.6pp | 1368.38%-1355.9pp |
| Employer contribution / active EE | $0 | $2,597-100.0% | $4,343-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $2,843 | $4,501-36.8% | $6,033-52.9% | $4,348-34.6% |
| Admin fee / account holder | $54 | $2,231-97.6% | $12,688-99.6% | $1,944-97.2% |