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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 | $43,163 | $49,471-12.8% | $79,583-45.8% | $66,949-35.5% |
| Participation rate | 38.6% | 61.4%-22.8pp | 69.5%-30.9pp | 69.8%-31.3pp |
| Annual return | -11.42% | 84.30%-95.7pp | 0.16%-11.6pp | 1.57%-13.0pp |
| Employer contribution / active EE | $580 | $1,266-54.2% | $2,414-76.0% | $2,545-77.2% |
| Participant deferral / active EE | $1,282 | $3,160-59.4% | $3,986-67.8% | $4,239-69.8% |
| Admin fee / account holder | $44 | $595-92.7% | $6,835-99.4% | $594-92.7% |