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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 | $13,544 | $35,986-62.4% | $77,513-82.5% | $73,493-81.6% |
| Participation rate | 8.3% | 40.8%-32.5pp | 54.2%-45.9pp | 70.7%-62.3pp |
| Annual return | 17.48% | 19.26%-1.8pp | 54.81%-37.3pp | 28.51%-11.0pp |
| Employer contribution / active EE | $0 | $557-100.0% | $987-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $255 | $1,198-78.7% | $1,861-86.3% | $3,740-93.2% |
| Admin fee / account holder | $0 | $466-100.0% | $2,859-100.0% | $513-100.0% |