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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.
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 | $62,487 | $48,314+29.3% | $67,561-7.5% | $80,925-22.8% |
| Participation rate | 61.8% | 66.4%-4.6pp | 72.9%-11.1pp | 67.7%-5.8pp |
| Annual return | 11.11% | 18.28%-7.2pp | 3525.44%-3514.3pp | 35.65%-24.5pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,735-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $742 | $2,927-74.6% | $4,003-81.5% | $4,299-82.7% |
| Admin fee / account holder | $0 | $3,690-100.0% | $4,006-100.0% | $6,940-100.0% |