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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 | $18,394 | $63,768-71.2% | $98,506-81.3% | $79,389-76.8% |
| Participation rate | 17.8% | 69.9%-52.1pp | 73.3%-55.5pp | 70.7%-52.9pp |
| Annual return | 17.52% | 626.18%-608.7pp | 1494.92%-1477.4pp | 116.89%-99.4pp |
| Employer contribution / active EE | $0 | $2,558-100.0% | $2,961-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $334 | $3,305-89.9% | $4,277-92.2% | $4,046-91.7% |
| Admin fee / account holder | $10 | $516-98.0% | $5,955-99.8% | $626-98.3% |