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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 | $24,886 | $42,383-41.3% | $76,518-67.5% | $64,173-61.2% |
| Participation rate | 17.9% | 58.1%-40.2pp | 68.0%-50.0pp | 69.6%-51.6pp |
| Annual return | -9.39% | -16.54%+7.1pp | -0.27%-9.1pp | 7.63%-17.0pp |
| Employer contribution / active EE | $382 | $1,563-75.6% | $2,647-85.6% | $2,381-84.0% |
| Participant deferral / active EE | $534 | $2,566-79.2% | $3,836-86.1% | $3,470-84.6% |
| Admin fee / account holder | $47 | $3,198-98.5% | $4,849-99.0% | $4,887-99.0% |