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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 | $26,003 | $51,283-49.3% | $95,740-72.8% | $71,511-63.6% |
| Participation rate | 22.2% | 63.1%-40.9pp | 72.3%-50.0pp | 67.9%-45.7pp |
| Annual return | 18.91% | 25.25%-6.3pp | 28.41%-9.5pp | 28.86%-9.9pp |
| Employer contribution / active EE | $808 | $1,817-55.5% | $2,836-71.5% | $2,589-68.8% |
| Participant deferral / active EE | $1,050 | $3,365-68.8% | $4,244-75.3% | $4,291-75.5% |
| Admin fee / account holder | $11 | $1,135-99.0% | $5,676-99.8% | $1,588-99.3% |