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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $22,103 | $61,166-63.9% | $185,849-88.1% | $79,391-72.2% |
| Participation rate | 35.5% | 66.6%-31.1pp | 81.7%-46.2pp | 70.7%-35.2pp |
| Annual return | 3.21% | 19.45%-16.2pp | 122.10%-118.9pp | 116.88%-113.7pp |
| Employer contribution / active EE | $1,302 | $2,321-43.9% | $5,169-74.8% | $2,428-46.4% |
| Participant deferral / active EE | $2,172 | $2,789-22.1% | $5,569-61.0% | $4,046-46.3% |
| Admin fee / account holder | $0 | $710-100.0% | $16,244-100.0% | $627-100.0% |