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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 | $47,143 | $71,142-33.7% | $119,622-60.6% | $64,819-27.3% |
| Participation rate | 64.6% | 78.6%-14.0pp | 79.3%-14.7pp | 71.5%-6.9pp |
| Annual return | -11.14% | -10.01%-1.1pp | -14.98%+3.8pp | 32.84%-44.0pp |
| Employer contribution / active EE | $1,925 | $2,497-22.9% | $4,232-54.5% | $2,507-23.2% |
| Participant deferral / active EE | $2,397 | $4,490-46.6% | $5,601-57.2% | $4,311-44.4% |
| Admin fee / account holder | $12 | $162-92.3% | $10,328-99.9% | $188-93.4% |