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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 | $1,329 | $49,138-97.3% | $84,020-98.4% | $65,185-98.0% |
| Participation rate | 44.4% | 60.7%-16.4pp | 69.0%-24.6pp | 70.2%-25.8pp |
| Annual return | 36.45% | 23.00%+13.4pp | 71.31%-34.9pp | 29.38%+7.1pp |
| Employer contribution / active EE | $0 | $914-100.0% | $1,984-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $451 | $2,397-81.2% | $3,239-86.1% | $3,514-87.2% |
| Admin fee / account holder | $7 | $543-98.6% | $6,101-99.9% | $847-99.1% |