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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).
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 | $52,440 | $46,173+13.6% | $170,435-69.2% | $69,631-24.7% |
| Participation rate | 9.1% | 63.9%-54.8pp | 83.6%-74.5pp | 70.7%-61.6pp |
| Annual return | 11.83% | 21.62%-9.8pp | 205.94%-194.1pp | 27571.02%-27559.2pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,432-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $362 | $2,080-82.6% | $4,939-92.7% | $3,224-88.8% |
| Admin fee / account holder | $13 | $116-88.5% | $13,881-99.9% | $110-87.9% |