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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 | $50,243 | $52,967-5.1% | $172,753-70.9% | $65,186-22.9% |
| Participation rate | 24.6% | 66.2%-41.6pp | 82.6%-58.0pp | 70.2%-45.6pp |
| Annual return | 6.02% | 30.12%-24.1pp | 803.00%-797.0pp | 29.39%-23.4pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,144-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $581 | $2,471-76.5% | $5,198-88.8% | $3,514-83.5% |
| Admin fee / account holder | $21 | $472-95.5% | $13,956-99.8% | $847-97.5% |