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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $5,599 | $41,854-86.6% | $73,836-92.4% | $52,331-89.3% |
| Participation rate | 50.9% | 66.2%-15.4pp | 73.4%-22.6pp | 68.1%-17.2pp |
| Annual return | -2.04% | 2.11%-4.2pp | 2268.06%-2270.1pp | 4.54%-6.6pp |
| Employer contribution / active EE | $631 | $1,920-67.1% | $2,787-77.4% | $1,882-66.5% |
| Participant deferral / active EE | $1,236 | $2,498-50.5% | $3,583-65.5% | $3,022-59.1% |
| Admin fee / account holder | $20 | $493-95.9% | $4,882-99.6% | $592-96.6% |