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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 | $69,771-9.2% | $67,524-6.2% | $74,400-14.9% |
| Participation rate | 65.8% | 71.4%-5.5pp | 72.9%-7.1pp | 67.2%-1.4pp |
| Annual return | 13.64% | -40.49%+54.1pp | 3519.41%-3505.8pp | 1367.51%-1353.9pp |
| Employer contribution / active EE | $367 | $2,710-86.5% | $2,734-86.6% | $2,624-86.0% |
| Participant deferral / active EE | $3,851 | $3,638+5.8% | $4,001-3.8% | $4,348-11.4% |
| Admin fee / account holder | $5 | $889-99.4% | $4,001-99.9% | $1,944-99.7% |