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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 | $16,725 | $84,948-80.3% | $70,494-76.3% | $73,412-77.2% |
| Participation rate | 6.1% | 79.9%-73.9pp | 75.1%-69.0pp | 72.2%-66.1pp |
| Annual return | 0.00% | 13.39%-13.4pp | 109.16%-109.2pp | 59.30%-59.3pp |
| Employer contribution / active EE | $0 | $2,834-100.0% | $2,738-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $310 | $3,387-90.8% | $3,711-91.6% | $3,806-91.8% |
| Admin fee / account holder | $42 | $98-56.8% | $3,848-98.9% | $158-73.2% |