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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 | $6,822 | $47,977-85.8% | $154,108-95.6% | $56,289-87.9% |
| Participation rate | 38.9% | 66.2%-27.2pp | 83.0%-44.1pp | 69.9%-30.9pp |
| Annual return | -4.20% | 3.54%-7.7pp | 735.21%-739.4pp | -9.96%+5.8pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $693 | $2,392-71.0% | $5,081-86.4% | $3,350-79.3% |
| Admin fee / account holder | $25 | $438-94.2% | $13,411-99.8% | $521-95.1% |