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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $35,749 | $42,917-16.7% | $60,899-41.3% | $68,495-47.8% |
| Participation rate | 51.5% | 66.8%-15.3pp | 73.1%-21.6pp | 67.9%-16.4pp |
| Annual return | -4.61% | -13.99%+9.4pp | 16.92%-21.5pp | -7.84%+3.2pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,702-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $955 | $2,867-66.7% | $3,817-75.0% | $4,028-76.3% |
| Admin fee / account holder | $0 | $3,102-100.0% | $3,225-100.0% | $5,403-100.0% |