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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 | $5,584 | $59,105-90.6% | $159,991-96.5% | $66,930-91.7% |
| Participation rate | 49.5% | 68.1%-18.6pp | 78.0%-28.5pp | 69.8%-20.4pp |
| Annual return | 0.00% | -12.26%+12.3pp | 408.82%-408.8pp | 1.57%-1.6pp |
| Employer contribution / active EE | $1,071 | $1,983-46.0% | $4,225-74.6% | $2,545-57.9% |
| Participant deferral / active EE | $1,645 | $4,395-62.6% | $6,183-73.4% | $4,238-61.2% |
| Admin fee / account holder | $5 | $591-99.2% | $8,715-99.9% | $593-99.2% |