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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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,355 | $89,282-39.1% | $94,679-42.6% | $74,440-27.0% |
| Participation rate | 53.4% | 82.4%-29.0pp | 80.8%-27.4pp | 70.7%-17.3pp |
| Annual return | 19.01% | 25.96%-7.0pp | 156.75%-137.7pp | 34.37%-15.4pp |
| Employer contribution / active EE | $0 | $3,022-100.0% | $3,673-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $4,017 | $8,425-52.3% | $7,417-45.8% | $4,529-11.3% |
| Admin fee / account holder | $20 | $219-90.8% | $7,233-99.7% | $348-94.2% |