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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $40,880 | $59,584-31.4% | $86,615-52.8% | $79,391-48.5% |
| Participation rate | 27.1% | 67.7%-40.6pp | 71.6%-44.6pp | 70.7%-43.6pp |
| Annual return | 13.27% | 23.15%-9.9pp | 63.51%-50.2pp | 116.88%-103.6pp |
| Employer contribution / active EE | $457 | $1,768-74.2% | $2,496-81.7% | $2,428-81.2% |
| Participant deferral / active EE | $1,450 | $3,036-52.3% | $3,699-60.8% | $4,046-64.2% |
| Admin fee / account holder | $241 | $604-60.1% | $5,830-95.9% | $627-61.5% |