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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 | $5,933 | $31,424-81.1% | $81,473-92.7% | $69,631-91.5% |
| Participation rate | 8.4% | 50.8%-42.4pp | 68.0%-59.6pp | 70.7%-62.3pp |
| Annual return | 28.95% | 22.44%+6.5pp | 38.78%-9.8pp | 27571.02%-27542.1pp |
| Employer contribution / active EE | $134 | $1,029-86.9% | $2,568-94.8% | $2,032-93.4% |
| Participant deferral / active EE | $295 | $1,838-83.9% | $3,537-91.7% | $3,224-90.8% |
| Admin fee / account holder | $48 | $103-52.8% | $4,561-98.9% | $110-56.1% |