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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,329 | $51,708-33.6% | $106,619-67.8% | $62,881-45.4% |
| Participation rate | 62.2% | 66.9%-4.7pp | 78.0%-15.8pp | 69.3%-7.1pp |
| Annual return | 5.66% | 4.69%+1.0pp | 9.42%-3.8pp | 20.14%-14.5pp |
| Employer contribution / active EE | $780 | $1,764-55.8% | $3,947-80.2% | $2,281-65.8% |
| Participant deferral / active EE | $1,559 | $2,315-32.7% | $3,930-60.3% | $3,203-51.3% |
| Admin fee / account holder | $0 | $3,349-100.0% | $6,418-100.0% | $4,296-100.0% |