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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 | $6,543 | $23,224-71.8% | $71,086-90.8% | $55,725-88.3% |
| Participation rate | 8.6% | 37.9%-29.2pp | 54.7%-46.0pp | 70.9%-62.2pp |
| Annual return | -12.43% | -2.87%-9.6pp | 650.59%-663.0pp | 244.93%-257.4pp |
| Employer contribution / active EE | $243 | $436-44.2% | $1,088-77.6% | $2,078-88.3% |
| Participant deferral / active EE | $375 | $929-59.6% | $1,874-80.0% | $3,356-88.8% |
| Admin fee / account holder | $0 | $118-100.0% | $3,082-100.0% | $115-100.0% |