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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 | $12,690 | $37,463-66.1% | $77,100-83.5% | $66,949-81.0% |
| Participation rate | 11.1% | 52.9%-41.8pp | 67.9%-56.8pp | 69.8%-58.7pp |
| Annual return | -16.11% | -3.25%-12.9pp | 42.35%-58.5pp | 1.57%-17.7pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $2,815-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $574 | $2,621-78.1% | $4,430-87.1% | $4,239-86.5% |
| Admin fee / account holder | $24 | $568-95.8% | $5,443-99.6% | $594-96.0% |