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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 | $29,155 | $49,451-41.0% | $79,580-63.4% | $66,938-56.4% |
| Participation rate | 30.0% | 61.3%-31.3pp | 69.5%-39.5pp | 69.8%-39.8pp |
| Annual return | -18.92% | 84.25%-103.2pp | 0.15%-19.1pp | 1.58%-20.5pp |
| Employer contribution / active EE | $1,161 | $1,266-8.2% | $2,413-51.9% | $2,545-54.4% |
| Participant deferral / active EE | $2,628 | $3,159-16.8% | $3,985-34.1% | $4,238-38.0% |
| Admin fee / account holder | $39 | $595-93.5% | $6,835-99.4% | $594-93.5% |