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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 | $15,759 | $61,052-74.2% | $142,898-89.0% | $79,391-80.2% |
| Participation rate | 38.3% | 60.1%-21.8pp | 72.0%-33.6pp | 70.7%-32.4pp |
| Annual return | 13.31% | 16.02%-2.7pp | 5639.64%-5626.3pp | 116.88%-103.6pp |
| Employer contribution / active EE | $596 | $1,481-59.7% | $4,146-85.6% | $2,428-75.5% |
| Participant deferral / active EE | $1,232 | $2,879-57.2% | $3,838-67.9% | $4,046-69.5% |
| Admin fee / account holder | $11 | $659-98.3% | $6,560-99.8% | $627-98.2% |