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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.
Annual investment return 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 | $18,826 | $65,125-71.1% | $143,797-86.9% | $66,949-71.9% |
| Participation rate | 30.5% | 65.2%-34.7pp | 80.3%-49.9pp | 69.8%-39.4pp |
| Annual return | -19.63% | -11.13%-8.5pp | -0.04%-19.6pp | 1.57%-21.2pp |
| Employer contribution / active EE | $204 | $2,362-91.4% | $4,952-95.9% | $2,545-92.0% |
| Participant deferral / active EE | $1,073 | $2,920-63.3% | $5,638-81.0% | $4,239-74.7% |
| Admin fee / account holder | $156 | $503-69.0% | $14,679-98.9% | $594-73.7% |