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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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,452 | $62,928-81.8% | $172,752-93.4% | $67,579-83.1% |
| Participation rate | 4.6% | 64.5%-59.8pp | 82.6%-78.0pp | 71.3%-66.6pp |
| Annual return | 23.35% | 30.36%-7.0pp | 802.97%-779.6pp | 378.56%-355.2pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,144-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $82 | $2,145-96.2% | $5,198-98.4% | $3,539-97.7% |
| Admin fee / account holder | $28 | $167-83.5% | $13,955-99.8% | $142-80.7% |