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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 | $14,282 | $65,125-78.1% | $143,797-90.1% | $66,949-78.7% |
| Participation rate | 12.0% | 65.2%-53.2pp | 80.3%-68.3pp | 69.8%-57.8pp |
| Annual return | -11.95% | -11.13%-0.8pp | -0.04%-11.9pp | 1.57%-13.5pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $183 | $2,920-93.7% | $5,638-96.8% | $4,239-95.7% |
| Admin fee / account holder | $173 | $503-65.5% | $14,679-98.8% | $594-70.8% |