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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 | $3,440 | $50,919-93.2% | $155,556-97.8% | $77,762-95.6% |
| Participation rate | 54.8% | 63.1%-8.3pp | 78.2%-23.4pp | 70.6%-15.8pp |
| Annual return | 31.20% | 34.84%-3.6pp | 64.84%-33.6pp | 31.27%-0.1pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,675-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $683 | $2,824-75.8% | $5,631-87.9% | $4,651-85.3% |
| Admin fee / account holder | -$1 | $437-100.1% | $15,885-100.0% | $433-100.1% |