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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $72,397 | $47,105+53.7% | $68,368+5.9% | $67,986+6.5% |
| Participation rate | 43.7% | 51.8%-8.1pp | 73.8%-30.0pp | 57.2%-13.5pp |
| Annual return | 11.62% | 48.37%-36.8pp | 292.57%-281.0pp | 31.67%-20.0pp |
| Employer contribution / active EE | $1,233 | $1,859-33.7% | $2,649-53.5% | $2,019-38.9% |
| Participant deferral / active EE | $1,802 | $2,374-24.1% | $4,123-56.3% | $3,358-46.3% |
| Admin fee / account holder | $10 | $2,435-99.6% | $5,150-99.8% | $3,203-99.7% |