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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).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,391 | $129,960-85.1% | $104,299-81.4% | $134,545-85.6% |
| Participation rate | 18.2% | 79.5%-61.4pp | 73.3%-55.1pp | 81.2%-63.1pp |
| Annual return | -19.25% | 42.06%-61.3pp | 24.62%-43.9pp | 418.37%-437.6pp |
| Employer contribution / active EE | $2,779 | $4,186-33.6% | $3,373-17.6% | $4,742-41.4% |
| Participant deferral / active EE | $3,510 | $5,589-37.2% | $4,626-24.1% | $6,401-45.2% |
| Admin fee / account holder | $6 | $9,324-99.9% | $7,339-99.9% | $11,431-99.9% |