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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 | $11,418 | $26,549-57.0% | $61,399-81.4% | $66,930-82.9% |
| Participation rate | 2.0% | 38.1%-36.1pp | 52.6%-50.6pp | 69.8%-67.9pp |
| Annual return | -20.17% | -16.21%-4.0pp | 338.81%-359.0pp | 1.57%-21.7pp |
| Employer contribution / active EE | $0 | $651-100.0% | $1,159-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $163 | $1,338-87.8% | $2,124-92.3% | $4,238-96.2% |
| Admin fee / account holder | $7 | $409-98.4% | $2,131-99.7% | $593-98.9% |