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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 | $15,223 | $30,107-49.4% | $61,452-75.2% | $64,819-76.5% |
| Participation rate | 9.5% | 36.4%-26.9pp | 52.6%-43.1pp | 71.5%-62.0pp |
| Annual return | -16.43% | -13.99%-2.4pp | 338.96%-355.4pp | 32.84%-49.3pp |
| Employer contribution / active EE | $175 | $537-67.5% | $1,160-84.9% | $2,507-93.0% |
| Participant deferral / active EE | $243 | $1,126-78.4% | $2,125-88.6% | $4,311-94.4% |
| Admin fee / account holder | $18 | $148-88.0% | $2,131-99.2% | $188-90.5% |