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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 | $318 | $42,383-99.2% | $76,518-99.6% | $64,173-99.5% |
| Participation rate | 25.3% | 58.1%-32.9pp | 68.0%-42.7pp | 69.6%-44.3pp |
| Annual return | -4.70% | -16.54%+11.8pp | -0.27%-4.4pp | 7.63%-12.3pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $56 | $2,566-97.8% | $3,836-98.5% | $3,470-98.4% |
| Admin fee / account holder | $1 | $3,198-100.0% | $4,849-100.0% | $4,887-100.0% |