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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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $3,971 | $75,183-94.7% | $123,894-96.8% | $55,167-92.8% |
| Participation rate | 36.1% | 72.8%-36.7pp | 81.4%-45.3pp | 69.0%-32.8pp |
| Annual return | 31.40% | 19.01%+12.4pp | 47.52%-16.1pp | 169.23%-137.8pp |
| Employer contribution / active EE | $762 | $2,823-73.0% | $4,617-83.5% | $1,963-61.2% |
| Participant deferral / active EE | $261 | $5,084-94.9% | $5,984-95.6% | $3,054-91.4% |
| Admin fee / account holder | $19 | $663-97.2% | $8,357-99.8% | $504-96.3% |