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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,912 | $44,989-64.6% | $170,435-90.7% | $77,958-79.6% |
| Participation rate | 22.3% | 64.6%-42.3pp | 83.6%-61.3pp | 71.6%-49.3pp |
| Annual return | 13.19% | 19.61%-6.4pp | 205.94%-192.8pp | 20.87%-7.7pp |
| Employer contribution / active EE | $137 | $1,466-90.7% | $5,432-97.5% | $2,310-94.1% |
| Participant deferral / active EE | $640 | $2,208-71.0% | $4,939-87.0% | $3,537-81.9% |
| Admin fee / account holder | $35 | $69-49.1% | $13,881-99.7% | $97-64.0% |