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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 | $12,782 | $54,355-76.5% | $82,744-84.6% | $68,486-81.3% |
| Participation rate | 65.8% | 63.9%+1.9pp | 72.6%-6.7pp | 67.9%-2.1pp |
| Annual return | -16.19% | -13.67%-2.5pp | 702.22%-718.4pp | -7.85%-8.3pp |
| Employer contribution / active EE | $469 | $2,219-78.9% | $3,008-84.4% | $2,597-82.0% |
| Participant deferral / active EE | $874 | $3,246-73.1% | $4,395-80.1% | $4,028-78.3% |
| Admin fee / account holder | $84 | $4,397-98.1% | $5,325-98.4% | $5,404-98.5% |