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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 | $77,546 | $65,125+19.1% | $143,797-46.1% | $66,949+15.8% |
| Participation rate | 12.3% | 65.2%-52.9pp | 80.3%-68.0pp | 69.8%-57.5pp |
| Annual return | -15.10% | -11.13%-4.0pp | -0.04%-15.1pp | 1.57%-16.7pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $527 | $2,920-81.9% | $5,638-90.6% | $4,239-87.6% |
| Admin fee / account holder | $23 | $503-95.4% | $14,679-99.8% | $594-96.1% |