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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.
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 | $23,722 | $34,634-31.5% | $77,100-69.2% | $64,824-63.4% |
| Participation rate | 8.6% | 49.8%-41.2pp | 67.9%-59.3pp | 71.5%-62.9pp |
| Annual return | -18.55% | -5.31%-13.2pp | 42.35%-60.9pp | 32.84%-51.4pp |
| Employer contribution / active EE | $216 | $1,385-84.4% | $2,815-92.3% | $2,507-91.4% |
| Participant deferral / active EE | $506 | $2,553-80.2% | $4,430-88.6% | $4,311-88.3% |
| Admin fee / account holder | $207 | $178+16.2% | $5,443-96.2% | $188+10.3% |