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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $1,979 | $55,453-96.4% | $170,435-98.8% | $62,293-96.8% |
| Participation rate | 52.2% | 66.4%-14.2pp | 83.6%-31.4pp | 69.5%-17.3pp |
| Annual return | 93.20% | 21.38%+71.8pp | 205.94%-112.7pp | 28.90%+64.3pp |
| Employer contribution / active EE | $67 | $2,164-96.9% | $5,432-98.8% | $2,042-96.7% |
| Participant deferral / active EE | $946 | $2,303-58.9% | $4,939-80.8% | $3,169-70.1% |
| Admin fee / account holder | $4 | $455-99.0% | $13,881-100.0% | $479-99.1% |