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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 | $45,969 | $60,504-24.0% | $81,882-43.9% | $74,478-38.3% |
| Participation rate | 39.0% | 62.9%-23.9pp | 72.4%-33.3pp | 67.2%-28.2pp |
| Annual return | 16.21% | 16.91%-0.7pp | 779.47%-763.3pp | 1370.56%-1354.4pp |
| Employer contribution / active EE | $161 | $2,627-93.9% | $2,916-94.5% | $2,626-93.9% |
| Participant deferral / active EE | $2,861 | $3,400-15.8% | $4,323-33.8% | $4,350-34.2% |
| Admin fee / account holder | $294 | $1,492-80.3% | $7,360-96.0% | $1,946-84.9% |