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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $19,118 | $64,176-70.2% | $112,249-83.0% | $66,938-71.4% |
| Participation rate | 49.1% | 68.4%-19.4pp | 75.1%-26.0pp | 69.8%-20.7pp |
| Annual return | -18.79% | -13.80%-5.0pp | 27.48%-46.3pp | 1.58%-20.4pp |
| Employer contribution / active EE | $933 | $3,007-69.0% | $3,636-74.3% | $2,545-63.3% |
| Participant deferral / active EE | $1,807 | $3,694-51.1% | $4,729-61.8% | $4,238-57.4% |
| Admin fee / account holder | $0 | $626-100.0% | $6,412-100.0% | $594-100.0% |