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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 | $21,272 | $69,383-69.3% | $101,275-79.0% | $73,497-71.1% |
| Participation rate | 40.8% | 68.4%-27.6pp | 75.8%-35.0pp | 70.7%-29.9pp |
| Annual return | 16.03% | 18.46%-2.4pp | 46.48%-30.5pp | 28.51%-12.5pp |
| Employer contribution / active EE | $641 | $2,628-75.6% | $3,660-82.5% | $2,270-71.8% |
| Participant deferral / active EE | $1,055 | $3,301-68.0% | $4,371-75.9% | $3,740-71.8% |
| Admin fee / account holder | $0 | $704-100.0% | $5,948-100.0% | $513-100.0% |