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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 | $22,086 | $58,312-62.1% | $86,656-74.5% | $71,529-69.1% |
| Participation rate | 47.9% | 65.0%-17.1pp | 71.7%-23.8pp | 67.9%-20.0pp |
| Annual return | 15.08% | 24.08%-9.0pp | 593.09%-578.0pp | 28.97%-13.9pp |
| Employer contribution / active EE | $754 | $2,576-70.7% | $3,025-75.1% | $2,590-70.9% |
| Participant deferral / active EE | $668 | $3,439-80.6% | $4,439-84.9% | $4,291-84.4% |
| Admin fee / account holder | $177 | $1,057-83.2% | $5,619-96.8% | $1,588-88.9% |