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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.
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 | $37,459 | $100,801-62.8% | $149,730-75.0% | $73,412-49.0% |
| Participation rate | 17.2% | 77.7%-60.5pp | 82.5%-65.2pp | 72.2%-54.9pp |
| Annual return | 20.23% | 265.34%-245.1pp | 276.70%-256.5pp | 59.30%-39.1pp |
| Employer contribution / active EE | $0 | $3,312-100.0% | $4,645-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,762 | $6,404-72.5% | $6,843-74.2% | $3,806-53.7% |
| Admin fee / account holder | $3 | $181-98.6% | $9,310-100.0% | $158-98.4% |