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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $35,866 | $55,472-35.3% | $155,567-76.9% | $74,546-51.9% |
| Participation rate | 65.9% | 61.9%+4.0pp | 78.2%-12.3pp | 67.2%-1.3pp |
| Annual return | 7.79% | 268.72%-260.9pp | 64.74%-56.9pp | 1366.03%-1358.2pp |
| Employer contribution / active EE | $1,250 | $2,269-44.9% | $4,674-73.3% | $2,624-52.4% |
| Participant deferral / active EE | $1,333 | $2,838-53.0% | $5,628-76.3% | $4,347-69.3% |
| Admin fee / account holder | $76 | $1,743-95.7% | $15,916-99.5% | $1,944-96.1% |