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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 | $9,553 | $44,873-78.7% | $79,466-88.0% | $56,287-83.0% |
| Participation rate | 38.7% | 68.7%-30.0pp | 73.3%-34.6pp | 69.9%-31.1pp |
| Annual return | -19.55% | 0.81%-20.4pp | 718.28%-737.8pp | -9.96%-9.6pp |
| Employer contribution / active EE | $1,554 | $2,140-27.4% | $2,800-44.5% | $2,111-26.4% |
| Participant deferral / active EE | $2,558 | $2,746-6.8% | $3,704-30.9% | $3,350-23.6% |
| Admin fee / account holder | $79 | $418-81.2% | $5,104-98.5% | $521-84.9% |