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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.
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 | $11,535 | $34,634-66.7% | $77,096-85.0% | $64,819-82.2% |
| Participation rate | 6.2% | 49.8%-43.6pp | 67.9%-61.7pp | 71.5%-65.3pp |
| Annual return | -22.26% | -5.31%-16.9pp | 42.35%-64.6pp | 32.84%-55.1pp |
| Employer contribution / active EE | $0 | $1,385-100.0% | $2,814-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $356 | $2,553-86.1% | $4,429-92.0% | $4,311-91.7% |
| Admin fee / account holder | $85 | $178-52.1% | $5,428-98.4% | $188-54.5% |