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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $87,526 | $99,994-12.5% | $146,647-40.3% | $85,851+2.0% |
| Participation rate | 44.1% | 73.1%-29.0pp | 80.1%-36.0pp | 69.3%-25.2pp |
| Annual return | 6.77% | 18.93%-12.2pp | 22.75%-16.0pp | 318.63%-311.9pp |
| Employer contribution / active EE | $12 | $2,559-99.5% | $4,137-99.7% | $2,565-99.5% |
| Participant deferral / active EE | $2,146 | $4,006-46.4% | $5,506-61.0% | $3,952-45.7% |
| Admin fee / account holder | $4 | $7,703-100.0% | $10,281-100.0% | $6,261-99.9% |