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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.
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 | $23,022 | $51,223-55.1% | $82,763-72.2% | $66,949-65.6% |
| Participation rate | 50.3% | 67.9%-17.6pp | 72.6%-22.3pp | 69.8%-19.5pp |
| Annual return | -15.97% | -9.85%-6.1pp | 702.45%-718.4pp | 1.57%-17.5pp |
| Employer contribution / active EE | $850 | $2,611-67.4% | $3,008-71.7% | $2,545-66.6% |
| Participant deferral / active EE | $713 | $3,460-79.4% | $4,395-83.8% | $4,239-83.2% |
| Admin fee / account holder | $193 | $415-53.6% | $5,325-96.4% | $594-67.5% |