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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 | $41,424 | $237,565-82.6% | $141,177-70.7% | - |
| Participation rate | 25.3% | 70.1%-44.9pp | 82.5%-57.2pp | - |
| Annual return | 20.91% | 19.47%+1.4pp | 71.40%-50.5pp | - |
| Employer contribution / active EE | $0 | $2,430-100.0% | $4,736-100.0% | - |
| Participant deferral / active EE | $3,378 | $5,165-34.6% | $6,710-49.7% | - |
| Admin fee / account holder | $14 | $15,211-99.9% | $10,263-99.9% | - |