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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $57,573 | $84,482-31.9% | $125,363-54.1% | $66,930-14.0% |
| Participation rate | 41.7% | 76.4%-34.7pp | 82.4%-40.6pp | 69.8%-28.1pp |
| Annual return | -20.25% | -8.49%-11.8pp | 572.15%-592.4pp | 1.57%-21.8pp |
| Employer contribution / active EE | $2,405 | $3,553-32.3% | $4,815-50.0% | $2,545-5.5% |
| Participant deferral / active EE | $4,012 | $6,782-40.8% | $7,447-46.1% | $4,238-5.3% |
| Admin fee / account holder | $56 | $685-91.8% | $10,005-99.4% | $593-90.5% |