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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $35,749 | $46,732-23.5% | $156,551-77.2% | $55,167-35.2% |
| Participation rate | 40.5% | 65.8%-25.3pp | 84.0%-43.5pp | 69.0%-28.5pp |
| Annual return | 3.10% | 17.72%-14.6pp | 32.23%-29.1pp | 169.23%-166.1pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $992 | $2,204-55.0% | $4,871-79.6% | $3,054-67.5% |
| Admin fee / account holder | $65 | $418-84.5% | $13,028-99.5% | $504-87.1% |