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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 | $47,121 | $56,134-16.1% | $96,161-51.0% | $85,856-45.1% |
| Participation rate | 15.3% | 56.7%-41.4pp | 68.4%-53.1pp | 69.3%-54.0pp |
| Annual return | 17.14% | 42.30%-25.2pp | 192.01%-174.9pp | 318.58%-301.4pp |
| Employer contribution / active EE | $106 | $1,620-93.5% | $2,798-96.2% | $2,565-95.9% |
| Participant deferral / active EE | $863 | $2,858-69.8% | $4,349-80.2% | $3,952-78.2% |
| Admin fee / account holder | $104 | $3,769-97.2% | $5,538-98.1% | $6,261-98.3% |