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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 | $3,627 | $28,416-87.2% | $73,550-95.1% | $69,631-94.8% |
| Participation rate | 5.1% | 38.3%-33.3pp | 54.9%-49.8pp | 70.7%-65.6pp |
| Annual return | 25.78% | -694.13%+719.9pp | -15.16%+40.9pp | 27571.02%-27545.2pp |
| Employer contribution / active EE | $0 | $430-100.0% | $1,219-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $122 | $897-86.4% | $1,804-93.2% | $3,224-96.2% |
| Admin fee / account holder | $0 | $104-100.0% | $2,320-100.0% | $110-100.0% |