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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 | $29,891 | $79,694-62.5% | $96,192-68.9% | $79,389-62.3% |
| Participation rate | 13.1% | 54.0%-40.9pp | 68.4%-55.4pp | 70.7%-57.6pp |
| Annual return | 18.04% | 40.84%-22.8pp | 192.09%-174.1pp | 116.89%-98.9pp |
| Employer contribution / active EE | $0 | $1,443-100.0% | $2,799-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $739 | $2,539-70.9% | $4,351-83.0% | $4,046-81.7% |
| Admin fee / account holder | $77 | $630-87.8% | $5,539-98.6% | $626-87.7% |