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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 | $21,168 | $30,555-30.7% | $80,741-73.8% | $86,821-75.6% |
| Participation rate | 11.3% | 37.2%-26.0pp | 54.2%-42.9pp | 72.3%-61.0pp |
| Annual return | 16.37% | 30.35%-14.0pp | 87.30%-70.9pp | 97.94%-81.6pp |
| Employer contribution / active EE | $103 | $472-78.1% | $1,160-91.1% | $2,406-95.7% |
| Participant deferral / active EE | $325 | $1,050-69.1% | $2,145-84.9% | $4,132-92.1% |
| Admin fee / account holder | $145 | $135+7.3% | $3,380-95.7% | $170-14.3% |