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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 | $10,781 | $50,902-78.8% | $155,534-93.1% | $77,736-86.1% |
| Participation rate | 63.5% | 63.1%+0.4pp | 78.2%-14.7pp | 70.6%-7.1pp |
| Annual return | -11.92% | 34.85%-46.8pp | 64.92%-76.8pp | 31.26%-43.2pp |
| Employer contribution / active EE | $656 | $1,991-67.1% | $4,675-86.0% | $2,728-76.0% |
| Participant deferral / active EE | $1,227 | $2,824-56.6% | $5,630-78.2% | $4,651-73.6% |
| Admin fee / account holder | $0 | $437-100.0% | $15,900-100.0% | $433-100.0% |