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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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $29,103 | $36,767-20.8% | $81,473-64.3% | $62,293-53.3% |
| Participation rate | 9.5% | 54.4%-45.0pp | 68.0%-58.5pp | 69.5%-60.0pp |
| Annual return | 13.81% | 173.80%-160.0pp | 38.78%-25.0pp | 28.90%-15.1pp |
| Employer contribution / active EE | $186 | $1,128-83.5% | $2,568-92.7% | $2,042-90.9% |
| Participant deferral / active EE | $264 | $2,111-87.5% | $3,537-92.5% | $3,169-91.7% |
| Admin fee / account holder | $56 | $797-92.9% | $4,561-98.8% | $479-88.2% |