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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 | $60,393-52.6% | $81,820-65.0% | $74,429-61.5% |
| Participation rate | 49.5% | 62.9%-13.4pp | 72.4%-22.9pp | 67.2%-17.7pp |
| Annual return | 11.42% | 16.89%-5.5pp | 777.93%-766.5pp | 1368.38%-1357.0pp |
| Employer contribution / active EE | $963 | $2,626-63.3% | $2,915-67.0% | $2,625-63.3% |
| Participant deferral / active EE | $809 | $3,397-76.2% | $4,323-81.3% | $4,348-81.4% |
| Admin fee / account holder | $222 | $1,491-85.1% | $7,391-97.0% | $1,944-88.6% |