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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $45,266+59.9% | $103,693-30.2% | $65,306+10.9% |
| Participation rate | 43.7% | 53.3%-9.6pp | 72.6%-28.9pp | 57.7%-14.0pp |
| Annual return | 11.62% | 25.10%-13.5pp | 47.61%-36.0pp | 21.94%-10.3pp |
| Employer contribution / active EE | $1,233 | $1,765-30.2% | $2,920-57.8% | $1,967-37.3% |
| Participant deferral / active EE | $1,802 | $2,099-14.1% | $4,579-60.6% | $2,959-39.1% |
| Admin fee / account holder | $10 | $3,221-99.7% | $7,858-99.9% | $3,480-99.7% |