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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $59,777 | $94,833-37.0% | $75,731-21.1% | $86,821-31.1% |
| Participation rate | 43.2% | 79.1%-35.9pp | 74.8%-31.6pp | 72.3%-29.1pp |
| Annual return | 12.38% | 16.91%-4.5pp | 104.65%-92.3pp | 97.94%-85.6pp |
| Employer contribution / active EE | $1,445 | $2,904-50.3% | $2,743-47.3% | $2,406-39.9% |
| Participant deferral / active EE | $2,127 | $3,632-41.4% | $3,820-44.3% | $4,132-48.5% |
| Admin fee / account holder | $1 | $109-99.5% | $3,620-100.0% | $170-99.7% |