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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 | $31,491 | $69,848-54.9% | $115,756-72.8% | $66,949-53.0% |
| Participation rate | 5.4% | 70.6%-65.3pp | 77.1%-71.7pp | 69.8%-64.5pp |
| Annual return | -14.74% | 969.66%-984.4pp | 143.14%-157.9pp | 1.57%-16.3pp |
| Employer contribution / active EE | $0 | $2,613-100.0% | $3,793-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $54 | $4,274-98.7% | $6,254-99.1% | $4,239-98.7% |
| Admin fee / account holder | $0 | $337-100.0% | $8,124-100.0% | $594-100.0% |