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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 | $23,000 | $70,002-67.1% | $115,038-80.0% | $52,331-56.0% |
| Participation rate | 19.2% | 72.1%-52.9pp | 81.4%-62.1pp | 68.1%-48.9pp |
| Annual return | -2.66% | 4.04%-6.7pp | 26.14%-28.8pp | 4.54%-7.2pp |
| Employer contribution / active EE | $1,176 | $2,715-56.7% | $4,608-74.5% | $1,882-37.5% |
| Participant deferral / active EE | $2,186 | $4,920-55.6% | $6,026-63.7% | $3,022-27.7% |
| Admin fee / account holder | $210 | $566-62.9% | $8,175-97.4% | $592-64.5% |