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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $27,758 | $26,549+4.6% | $61,452-54.8% | $66,938-58.5% |
| Participation rate | 38.8% | 38.1%+0.7pp | 52.6%-13.8pp | 69.8%-31.0pp |
| Annual return | 11.21% | -16.21%+27.4pp | 338.96%-327.7pp | 1.58%+9.6pp |
| Employer contribution / active EE | $701 | $651+7.7% | $1,160-39.5% | $2,545-72.4% |
| Participant deferral / active EE | $1,186 | $1,338-11.4% | $2,125-44.2% | $4,238-72.0% |
| Admin fee / account holder | $0 | $409-100.0% | $2,131-100.0% | $594-100.0% |