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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $27,720 | $38,165-27.4% | $189,758-85.4% | $69,255-60.0% |
| Participation rate | 30.5% | 66.7%-36.2pp | 79.8%-49.3pp | 69.0%-38.5pp |
| Annual return | 9.79% | 14.65%-4.9pp | 52.62%-42.8pp | 26.73%-16.9pp |
| Employer contribution / active EE | $273 | $1,589-82.8% | $4,767-94.3% | $2,645-89.7% |
| Participant deferral / active EE | $991 | $2,073-52.2% | $5,856-83.1% | $2,890-65.7% |
| Admin fee / account holder | $1 | $714-99.9% | $20,388-100.0% | $733-99.9% |