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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 | $31,396 | $70,917-55.7% | $98,920-68.3% | $73,497-57.3% |
| Participation rate | 32.0% | 73.8%-41.8pp | 76.0%-44.0pp | 70.7%-38.6pp |
| Annual return | 18.53% | 34.18%-15.7pp | 196.47%-177.9pp | 28.51%-10.0pp |
| Employer contribution / active EE | $773 | $2,037-62.1% | $2,689-71.3% | $2,270-66.0% |
| Participant deferral / active EE | $1,264 | $3,501-63.9% | $4,245-70.2% | $3,740-66.2% |
| Admin fee / account holder | $11 | $535-98.0% | $6,643-99.8% | $513-97.9% |