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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 | $34,524 | $53,204-35.1% | $155,556-77.8% | $200,096-82.7% |
| Participation rate | 16.3% | 64.1%-47.9pp | 78.2%-62.0pp | 72.0%-55.8pp |
| Annual return | 12.99% | 41.02%-28.0pp | 64.84%-51.8pp | 34.26%-21.3pp |
| Employer contribution / active EE | $0 | $1,850-100.0% | $4,675-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $673 | $3,163-78.7% | $5,631-88.0% | $5,090-86.8% |
| Admin fee / account holder | $9 | $186-94.9% | $15,885-99.9% | $269-96.5% |