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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.
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 | $5,318 | $549,947-99.0% | $177,848-97.0% | - |
| Participation rate | 17.7% | 87.8%-70.2pp | 87.7%-70.0pp | - |
| Annual return | 25.81% | 10.27%+15.5pp | 48.33%-22.5pp | - |
| Employer contribution / active EE | $0 | $3,110-100.0% | $5,919-100.0% | - |
| Participant deferral / active EE | $586 | $4,796-87.8% | $7,714-92.4% | - |
| Admin fee / account holder | $19 | $57,220-100.0% | $12,431-99.9% | - |