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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.
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 | $48,885 | $43,133+13.3% | $89,435-45.3% | $73,497-33.5% |
| Participation rate | 6.4% | 55.0%-48.5pp | 68.0%-61.6pp | 70.7%-64.3pp |
| Annual return | 7.48% | 135.66%-128.2pp | 245.55%-238.1pp | 28.51%-21.0pp |
| Employer contribution / active EE | $0 | $1,438-100.0% | $2,587-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $397 | $2,445-83.8% | $3,890-89.8% | $3,740-89.4% |
| Admin fee / account holder | $0 | $444-100.0% | $4,884-100.0% | $513-100.0% |