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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 | $25,076 | $65,125-61.5% | $143,797-82.6% | $66,949-62.5% |
| Participation rate | 60.7% | 65.2%-4.5pp | 80.3%-19.7pp | 69.8%-9.2pp |
| Annual return | -14.51% | -11.13%-3.4pp | -0.04%-14.5pp | 1.57%-16.1pp |
| Employer contribution / active EE | $730 | $2,362-69.1% | $4,952-85.3% | $2,545-71.3% |
| Participant deferral / active EE | $837 | $2,920-71.3% | $5,638-85.2% | $4,239-80.3% |
| Admin fee / account holder | $5 | $503-99.0% | $14,679-100.0% | $594-99.1% |