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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 | $9,629 | $55,453-82.6% | $170,435-94.4% | $62,293-84.5% |
| Participation rate | 63.1% | 66.4%-3.3pp | 83.6%-20.5pp | 69.5%-6.4pp |
| Annual return | 12.12% | 21.38%-9.3pp | 205.94%-193.8pp | 28.90%-16.8pp |
| Employer contribution / active EE | $537 | $2,164-75.2% | $5,432-90.1% | $2,042-73.7% |
| Participant deferral / active EE | $876 | $2,303-62.0% | $4,939-82.3% | $3,169-72.4% |
| Admin fee / account holder | $3 | $455-99.3% | $13,881-100.0% | $479-99.3% |