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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 | $11,617 | $37,440-69.0% | $77,081-84.9% | $66,930-82.6% |
| Participation rate | 8.3% | 52.9%-44.6pp | 67.9%-59.7pp | 69.8%-61.5pp |
| Annual return | -19.58% | -3.26%-16.3pp | 42.33%-61.9pp | 1.57%-21.2pp |
| Employer contribution / active EE | $364 | $1,534-76.3% | $2,813-87.1% | $2,545-85.7% |
| Participant deferral / active EE | $594 | $2,620-77.3% | $4,428-86.6% | $4,238-86.0% |
| Admin fee / account holder | $0 | $568-100.0% | $5,427-100.0% | $593-100.0% |