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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.
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 | $63,325 | $69,708-9.2% | $67,560-6.3% | $74,478-15.0% |
| Participation rate | 65.8% | 71.4%-5.6pp | 72.9%-7.1pp | 67.2%-1.4pp |
| Annual return | 13.64% | -40.67%+54.3pp | 3533.50%-3519.9pp | 1370.56%-1356.9pp |
| Employer contribution / active EE | $367 | $2,715-86.5% | $2,737-86.6% | $2,626-86.0% |
| Participant deferral / active EE | $3,851 | $3,637+5.9% | $4,004-3.8% | $4,350-11.5% |
| Admin fee / account holder | $5 | $887-99.4% | $3,994-99.9% | $1,946-99.7% |