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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 | $19,980 | $54,357-63.2% | $82,706-75.8% | $68,495-70.8% |
| Participation rate | 29.8% | 63.9%-34.1pp | 72.6%-42.8pp | 67.9%-38.1pp |
| Annual return | -17.22% | -13.67%-3.6pp | 701.76%-719.0pp | -7.84%-9.4pp |
| Employer contribution / active EE | $431 | $2,218-80.6% | $3,007-85.7% | $2,596-83.4% |
| Participant deferral / active EE | $551 | $3,246-83.0% | $4,394-87.5% | $4,028-86.3% |
| Admin fee / account holder | $60 | $4,396-98.6% | $5,329-98.9% | $5,403-98.9% |