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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $26,690 | $48,313-44.8% | $73,309-63.6% | $52,331-49.0% |
| Participation rate | 53.8% | 68.6%-14.8pp | 74.9%-21.1pp | 68.1%-14.3pp |
| Annual return | 2.32% | 3.85%-1.5pp | 5.67%-3.4pp | 4.54%-2.2pp |
| Employer contribution / active EE | $15 | $1,661-99.1% | $3,237-99.5% | $1,882-99.2% |
| Participant deferral / active EE | $2,255 | $4,189-46.2% | $4,991-54.8% | $3,022-25.4% |
| Admin fee / account holder | $0 | $404-100.0% | $5,635-100.0% | $592-100.0% |