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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 | $54,353 | $35,485+53.2% | $74,549-27.1% | $55,725-2.5% |
| Participation rate | 31.5% | 62.5%-31.1pp | 69.1%-37.7pp | 70.9%-39.4pp |
| Annual return | -4.06% | 0.72%-4.8pp | 32.53%-36.6pp | 244.93%-249.0pp |
| Employer contribution / active EE | $250 | $777-67.8% | $1,961-87.2% | $2,078-88.0% |
| Participant deferral / active EE | $522 | $2,181-76.1% | $3,108-83.2% | $3,356-84.5% |
| Admin fee / account holder | $201 | $114+75.4% | $5,059-96.0% | $115+74.1% |