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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 | $63,869 | $33,018+93.4% | $77,113-17.2% | $78,104-18.2% |
| Participation rate | 11.9% | 38.5%-26.7pp | 67.9%-56.1pp | 74.5%-62.7pp |
| Annual return | 0.00% | -7.47%+7.5pp | 42.37%-42.4pp | 10.90%-10.9pp |
| Employer contribution / active EE | $149 | $987-84.9% | $2,815-94.7% | $3,128-95.2% |
| Participant deferral / active EE | $215 | $2,365-90.9% | $4,430-95.1% | $5,089-95.8% |
| Admin fee / account holder | $154 | $108+41.7% | $5,445-97.2% | $79+94.5% |