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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 | $8,673 | $47,977-81.9% | $154,111-94.4% | $56,287-84.6% |
| Participation rate | 8.8% | 66.2%-57.4pp | 83.0%-74.3pp | 69.9%-61.1pp |
| Annual return | 8.78% | 3.54%+5.2pp | 735.18%-726.4pp | -9.96%+18.7pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $171 | $2,392-92.8% | $5,081-96.6% | $3,350-94.9% |
| Admin fee / account holder | $57 | $438-87.0% | $13,411-99.6% | $521-89.0% |