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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 | $36,002-23.0% | $161,489-82.8% | $64,728-57.2% |
| Participation rate | 30.5% | 57.4%-26.9pp | 78.7%-48.2pp | 57.9%-27.4pp |
| Annual return | 9.79% | 33.93%-24.1pp | 89.72%-79.9pp | 49.38%-39.6pp |
| Employer contribution / active EE | $273 | $1,380-80.2% | $4,268-93.6% | $2,243-87.8% |
| Participant deferral / active EE | $991 | $1,815-45.4% | $5,630-82.4% | $2,729-63.7% |
| Admin fee / account holder | $1 | $931-99.9% | $16,006-100.0% | $1,145-100.0% |