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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 | $9,519 | $30,086-68.4% | $61,399-84.5% | $64,814-85.3% |
| Participation rate | 10.5% | 36.4%-25.8pp | 52.6%-42.1pp | 71.5%-61.0pp |
| Annual return | -8.28% | -13.99%+5.7pp | 338.81%-347.1pp | 32.84%-41.1pp |
| Employer contribution / active EE | $246 | $536-54.2% | $1,159-78.8% | $2,507-90.2% |
| Participant deferral / active EE | $309 | $1,126-72.5% | $2,124-85.4% | $4,310-92.8% |
| Admin fee / account holder | $159 | $148+7.6% | $2,131-92.5% | $188-15.1% |