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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,080 | $73,009-76.6% | $90,760-81.2% | $68,486-75.1% |
| Participation rate | 50.0% | 70.8%-20.8pp | 75.7%-25.7pp | 67.9%-17.9pp |
| Annual return | -21.45% | -13.81%-7.6pp | -12.16%-9.3pp | -7.85%-13.6pp |
| Employer contribution / active EE | $1,828 | $2,193-16.6% | $2,922-37.4% | $2,597-29.6% |
| Participant deferral / active EE | $3,547 | $3,626-2.2% | $4,565-22.3% | $4,028-11.9% |
| Admin fee / account holder | $170 | $5,896-97.1% | $8,444-98.0% | $5,404-96.9% |