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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 | $32,175 | $65,582-50.9% | $64,101-49.8% | $71,511-55.0% |
| Participation rate | 30.2% | 73.2%-43.0pp | 72.3%-42.1pp | 67.9%-37.8pp |
| Annual return | 17.58% | 18.96%-1.4pp | 33.72%-16.1pp | 28.86%-11.3pp |
| Employer contribution / active EE | $657 | $2,671-75.4% | $2,749-76.1% | $2,589-74.6% |
| Participant deferral / active EE | $952 | $3,628-73.8% | $3,881-75.5% | $4,291-77.8% |
| Admin fee / account holder | $35 | $616-94.2% | $3,070-98.8% | $1,588-97.8% |