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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 | $2,852 | $40,174-92.9% | $84,020-96.6% | $67,579-95.8% |
| Participation rate | 10.0% | 62.7%-52.6pp | 69.0%-59.0pp | 71.3%-61.2pp |
| Annual return | 0.00% | 25.82%-25.8pp | 71.31%-71.3pp | 378.56%-378.6pp |
| Employer contribution / active EE | $0 | $808-100.0% | $1,984-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $419 | $2,301-81.8% | $3,239-87.1% | $3,539-88.2% |
| Admin fee / account holder | $52 | $128-59.2% | $6,101-99.1% | $142-63.2% |