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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 | $11,509 | $84,236-86.3% | $170,435-93.2% | $70,126-83.6% |
| Participation rate | 52.3% | 70.8%-18.6pp | 83.6%-31.3pp | 69.5%-17.3pp |
| Annual return | 11.54% | 23.06%-11.5pp | 205.94%-194.4pp | 73.15%-61.6pp |
| Employer contribution / active EE | $850 | $3,387-74.9% | $5,432-84.4% | $2,343-63.7% |
| Participant deferral / active EE | $1,331 | $3,086-56.9% | $4,939-73.0% | $3,332-60.0% |
| Admin fee / account holder | $119 | $5,698-97.9% | $13,881-99.1% | $4,645-97.4% |