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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 | $112,478 | $56,438+99.3% | $76,872+46.3% | $71,511+57.3% |
| Participation rate | 35.3% | 64.3%-29.0pp | 69.6%-34.3pp | 67.9%-32.7pp |
| Annual return | 17.22% | 19.05%-1.8pp | 37.90%-20.7pp | 28.86%-11.6pp |
| Employer contribution / active EE | $7 | $1,864-99.6% | $2,533-99.7% | $2,589-99.7% |
| Participant deferral / active EE | $3,901 | $3,136+24.4% | $3,832+1.8% | $4,291-9.1% |
| Admin fee / account holder | $11 | $1,430-99.3% | $5,476-99.8% | $1,588-99.3% |