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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 | $62,252 | $95,369-34.7% | $135,942-54.2% | $74,440-16.4% |
| Participation rate | 36.8% | 78.2%-41.4pp | 81.9%-45.1pp | 70.7%-33.9pp |
| Annual return | 22.53% | 32.72%-10.2pp | 68.28%-45.7pp | 34.37%-11.8pp |
| Employer contribution / active EE | $1,914 | $3,878-50.6% | $4,858-60.6% | $2,638-27.4% |
| Participant deferral / active EE | $3,350 | $7,788-57.0% | $7,759-56.8% | $4,529-26.0% |
| Admin fee / account holder | $61 | $266-77.0% | $10,764-99.4% | $348-82.4% |