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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 | $21,907 | $76,696-71.4% | $96,515-77.3% | $71,511-69.4% |
| Participation rate | 64.8% | 66.6%-1.8pp | 74.3%-9.6pp | 67.9%-3.2pp |
| Annual return | 23.37% | 48.32%-24.9pp | 35.73%-12.4pp | 28.86%-5.5pp |
| Employer contribution / active EE | $1,226 | $3,032-59.5% | $3,740-67.2% | $2,589-52.6% |
| Participant deferral / active EE | $2,867 | $3,770-24.0% | $4,880-41.2% | $4,291-33.2% |
| Admin fee / account holder | $117 | $2,030-94.3% | $6,735-98.3% | $1,588-92.7% |