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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 | $3,742 | $28,109-86.7% | $71,086-94.7% | $56,287-93.4% |
| Participation rate | 46.6% | 40.4%+6.2pp | 54.7%-8.1pp | 69.9%-23.3pp |
| Annual return | -8.79% | -615.05%+606.3pp | 650.59%-659.4pp | -9.96%+1.2pp |
| Employer contribution / active EE | $368 | $558-34.0% | $1,088-66.2% | $2,111-82.6% |
| Participant deferral / active EE | $1,948 | $1,116+74.6% | $1,874+3.9% | $3,350-41.9% |
| Admin fee / account holder | $73 | $585-87.4% | $3,082-97.6% | $521-85.9% |