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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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $33,992 | $31,370+8.4% | $74,577-54.4% | $63,975-46.9% |
| Participation rate | 2.3% | 42.6%-40.3pp | 68.1%-65.8pp | 71.1%-68.9pp |
| Annual return | 4.19% | -105.16%+109.4pp | 20.47%-16.3pp | 48.65%-44.5pp |
| Employer contribution / active EE | $0 | $822-100.0% | $2,525-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $141 | $1,560-91.0% | $3,458-95.9% | $3,356-95.8% |
| Admin fee / account holder | $6 | $77-92.0% | $4,138-99.9% | $70-91.3% |