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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 | $1,203 | $26,479-95.5% | $74,719-98.4% | $77,775-98.5% |
| Participation rate | 3.8% | 37.6%-33.8pp | 54.5%-50.7pp | 73.2%-69.4pp |
| Annual return | 0.00% | 38.31%-38.3pp | 753.05%-753.1pp | 32.58%-32.6pp |
| Employer contribution / active EE | $0 | $440-100.0% | $1,084-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $59 | $1,074-94.5% | $1,963-97.0% | $3,966-98.5% |
| Admin fee / account holder | $4 | $119-96.3% | $3,334-99.9% | $100-95.6% |