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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $27,113 | $34,634-21.7% | $77,096-64.8% | $64,819-58.2% |
| Participation rate | 17.8% | 49.8%-32.0pp | 67.9%-50.1pp | 71.5%-53.7pp |
| Annual return | -20.96% | -5.31%-15.6pp | 42.35%-63.3pp | 32.84%-53.8pp |
| Employer contribution / active EE | $0 | $1,385-100.0% | $2,814-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $474 | $2,553-81.4% | $4,429-89.3% | $4,311-89.0% |
| Admin fee / account holder | $130 | $178-26.9% | $5,428-97.6% | $188-30.6% |