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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.
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 | $13,545 | $65,092-79.2% | $143,799-90.6% | $66,938-79.8% |
| Participation rate | 41.8% | 65.2%-23.4pp | 80.3%-38.5pp | 69.8%-28.0pp |
| Annual return | -20.39% | -11.14%-9.3pp | -0.04%-20.3pp | 1.58%-22.0pp |
| Employer contribution / active EE | $698 | $2,362-70.4% | $4,952-85.9% | $2,545-72.6% |
| Participant deferral / active EE | $885 | $2,920-69.7% | $5,638-84.3% | $4,238-79.1% |
| Admin fee / account holder | $16 | $502-96.8% | $14,677-99.9% | $594-97.3% |