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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 | $27,678 | $43,730-36.7% | $66,674-58.5% | $64,097-56.8% |
| Participation rate | 54.7% | 50.7%+4.0pp | 73.7%-19.0pp | 55.2%-0.5pp |
| Annual return | 8.90% | 53.62%-44.7pp | 321.24%-312.3pp | 34.64%-25.7pp |
| Employer contribution / active EE | $1,316 | $1,673-21.3% | $2,620-49.8% | $1,891-30.4% |
| Participant deferral / active EE | $485 | $2,122-77.1% | $4,084-88.1% | $3,080-84.3% |
| Admin fee / account holder | $20 | $2,708-99.2% | $5,098-99.6% | $3,454-99.4% |