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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 | $18,704 | $55,453-66.3% | $170,435-89.0% | $62,293-70.0% |
| Participation rate | 41.3% | 66.4%-25.1pp | 83.6%-42.3pp | 69.5%-28.2pp |
| Annual return | 11.54% | 21.38%-9.8pp | 205.94%-194.4pp | 28.90%-17.4pp |
| Employer contribution / active EE | $143 | $2,164-93.4% | $5,432-97.4% | $2,042-93.0% |
| Participant deferral / active EE | $1,087 | $2,303-52.8% | $4,939-78.0% | $3,169-65.7% |
| Admin fee / account holder | $7 | $455-98.5% | $13,881-100.0% | $479-98.6% |