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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 | $31,764 | $83,369-61.9% | $105,223-69.8% | $67,986-53.3% |
| Participation rate | 34.6% | 56.3%-21.7pp | 75.0%-40.4pp | 57.2%-22.6pp |
| Annual return | 18.36% | 24.64%-6.3pp | 180.65%-162.3pp | 31.67%-13.3pp |
| Employer contribution / active EE | $182 | $2,541-92.8% | $3,689-95.1% | $2,019-91.0% |
| Participant deferral / active EE | $1,622 | $3,295-50.8% | $5,072-68.0% | $3,358-51.7% |
| Admin fee / account holder | $37 | $4,073-99.1% | $8,859-99.6% | $3,203-98.8% |