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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 | $4,731 | $46,745-89.9% | $60,547-92.2% | $52,331-91.0% |
| Participation rate | 33.9% | 58.6%-24.6pp | 68.0%-34.0pp | 68.1%-34.2pp |
| Annual return | -0.40% | 0.61%-1.0pp | 335.64%-336.0pp | 4.54%-4.9pp |
| Employer contribution / active EE | $0 | $1,259-100.0% | $2,419-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $588 | $2,145-72.6% | $3,328-82.3% | $3,022-80.6% |
| Admin fee / account holder | $33 | $537-93.8% | $4,536-99.3% | $592-94.4% |