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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 | $16,789 | $40,522-58.6% | $84,628-80.2% | $67,579-75.2% |
| Participation rate | 17.4% | 51.1%-33.7pp | 68.2%-50.9pp | 71.3%-53.9pp |
| Annual return | 18.70% | 32.72%-14.0pp | 258.80%-240.1pp | 378.56%-359.9pp |
| Employer contribution / active EE | $0 | $1,146-100.0% | $2,653-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $397 | $2,132-81.4% | $3,900-89.8% | $3,539-88.8% |
| Admin fee / account holder | $4 | $145-97.5% | $4,914-99.9% | $142-97.5% |