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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.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $2,521 | $23,224-89.1% | $71,086-96.5% | $55,725-95.5% |
| Participation rate | 27.7% | 37.9%-10.2pp | 54.7%-26.9pp | 70.9%-43.1pp |
| Annual return | 82.24% | -2.87%+85.1pp | 650.59%-568.3pp | 244.93%-162.7pp |
| Employer contribution / active EE | $54 | $436-87.5% | $1,088-95.0% | $2,078-97.4% |
| Participant deferral / active EE | $377 | $929-59.4% | $1,874-79.9% | $3,356-88.8% |
| Admin fee / account holder | $2 | $118-98.0% | $3,082-99.9% | $115-97.9% |