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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 | $45,335 | $65,027-30.3% | $90,970-50.2% | $79,852-43.2% |
| Participation rate | 57.4% | 61.6%-4.2pp | 69.0%-11.6pp | 69.6%-12.2pp |
| Annual return | 11.76% | 30.45%-18.7pp | 134.58%-122.8pp | 31.72%-20.0pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,452 | $2,512-42.2% | $3,373-57.0% | $3,740-61.2% |
| Admin fee / account holder | $48 | $4,535-98.9% | $5,960-99.2% | $5,306-99.1% |