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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.
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 | $3,453 | $48,064-92.8% | $78,778-95.6% | $69,631-95.0% |
| Participation rate | 15.3% | 61.6%-46.3pp | 69.2%-53.9pp | 70.7%-55.4pp |
| Annual return | 0.00% | 21.81%-21.8pp | 35.62%-35.6pp | 27571.02%-27571.0pp |
| Employer contribution / active EE | $212 | $744-71.6% | $1,986-89.3% | $2,032-89.6% |
| Participant deferral / active EE | $320 | $2,079-84.6% | $2,958-89.2% | $3,224-90.1% |
| Admin fee / account holder | $15 | $152-90.2% | $5,134-99.7% | $110-86.5% |