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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 | $8,391 | $26,549-68.4% | $61,501-86.4% | $66,949-87.5% |
| Participation rate | 6.8% | 38.1%-31.3pp | 52.6%-45.8pp | 69.8%-63.0pp |
| Annual return | -28.64% | -16.21%-12.4pp | 339.04%-367.7pp | 1.57%-30.2pp |
| Employer contribution / active EE | $47 | $651-92.8% | $1,160-95.9% | $2,545-98.1% |
| Participant deferral / active EE | $427 | $1,338-68.1% | $2,125-79.9% | $4,239-89.9% |
| Admin fee / account holder | $45 | $409-89.1% | $2,132-97.9% | $594-92.5% |