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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 | $17,798 | $70,002-74.6% | $115,037-84.5% | $52,331-66.0% |
| Participation rate | 64.9% | 72.1%-7.2pp | 81.4%-16.5pp | 68.1%-3.2pp |
| Annual return | -2.84% | 4.04%-6.9pp | 26.14%-29.0pp | 4.54%-7.4pp |
| Employer contribution / active EE | $544 | $2,715-80.0% | $4,608-88.2% | $1,882-71.1% |
| Participant deferral / active EE | $5,674 | $4,920+15.3% | $6,026-5.9% | $3,022+87.7% |
| Admin fee / account holder | $14 | $566-97.4% | $8,175-99.8% | $592-97.6% |