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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.
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 | $30,466 | $45,438-32.9% | $80,004-61.9% | $59,633-48.9% |
| Participation rate | 23.3% | 63.7%-40.4pp | 73.0%-49.7pp | 68.7%-45.3pp |
| Annual return | 0.40% | 5.10%-4.7pp | 7.63%-7.2pp | 2041.45%-2041.0pp |
| Employer contribution / active EE | $0 | $1,236-100.0% | $2,473-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $452 | $2,231-79.8% | $3,204-85.9% | $3,192-85.9% |
| Admin fee / account holder | $17 | $3,464-99.5% | $5,033-99.7% | $4,297-99.6% |