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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 | $14,707 | $52,467-72.0% | $57,196-74.3% | $55,167-73.3% |
| Participation rate | 5.6% | 75.8%-70.2pp | 75.3%-69.7pp | 69.0%-63.4pp |
| Annual return | 2.48% | 7.72%-5.2pp | 14.59%-12.1pp | 169.23%-166.7pp |
| Employer contribution / active EE | $0 | $2,477-100.0% | $2,683-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $191 | $2,830-93.2% | $3,096-93.8% | $3,054-93.7% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |