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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 | $96,722 | $136,791-29.3% | $133,978-27.8% | - |
| Participation rate | 40.4% | 70.8%-30.4pp | 79.8%-39.4pp | - |
| Annual return | 15.56% | 9.25%+6.3pp | 45.10%-29.5pp | - |
| Employer contribution / active EE | $0 | $2,431-100.0% | $3,919-100.0% | - |
| Participant deferral / active EE | $1,804 | $3,586-49.7% | $5,047-64.3% | - |
| Admin fee / account holder | $3 | $8,409-100.0% | $8,930-100.0% | - |