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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 | $48,277+29.4% | $67,511-7.4% | $80,874-22.7% |
| Participation rate | 61.8% | 66.4%-4.5pp | 72.9%-11.0pp | 67.6%-5.8pp |
| Annual return | 11.11% | 18.27%-7.2pp | 3517.41%-3506.3pp | 35.62%-24.5pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $2,733-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $742 | $2,926-74.6% | $4,000-81.4% | $4,297-82.7% |
| Admin fee / account holder | $0 | $3,687-100.0% | $3,999-100.0% | $6,935-100.0% |