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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 | $43,994 | $46,732-5.9% | $156,551-71.9% | $55,167-20.3% |
| Participation rate | 42.1% | 65.8%-23.7pp | 84.0%-41.9pp | 69.0%-26.9pp |
| Annual return | 1.44% | 17.72%-16.3pp | 32.23%-30.8pp | 169.23%-167.8pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,105 | $2,204-49.9% | $4,871-77.3% | $3,054-63.8% |
| Admin fee / account holder | $13 | $418-96.9% | $13,028-99.9% | $504-97.4% |