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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 | $28,635 | $60,261-52.5% | $81,783-65.0% | $74,546-61.6% |
| Participation rate | 49.5% | 62.9%-13.4pp | 72.4%-22.8pp | 67.2%-17.7pp |
| Annual return | 11.42% | 16.88%-5.5pp | 775.05%-763.6pp | 1366.03%-1354.6pp |
| Employer contribution / active EE | $963 | $2,622-63.3% | $2,913-66.9% | $2,624-63.3% |
| Participant deferral / active EE | $809 | $3,388-76.1% | $4,320-81.3% | $4,347-81.4% |
| Admin fee / account holder | $222 | $1,482-85.0% | $7,380-97.0% | $1,944-88.6% |