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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.
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 | $20,895 | $44,714-53.3% | $91,225-77.1% | $66,938-68.8% |
| Participation rate | 17.6% | 65.0%-47.5pp | 73.2%-55.6pp | 69.8%-52.3pp |
| Annual return | -18.63% | -12.25%-6.4pp | 114.12%-132.8pp | 1.58%-20.2pp |
| Employer contribution / active EE | $639 | $1,710-62.6% | $2,851-77.6% | $2,545-74.9% |
| Participant deferral / active EE | $910 | $3,355-72.9% | $4,233-78.5% | $4,238-78.5% |
| Admin fee / account holder | $19 | $521-96.4% | $5,422-99.7% | $594-96.9% |