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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 | $16,568 | $39,458-58.0% | $60,547-72.6% | $55,191-70.0% |
| Participation rate | 10.0% | 59.6%-49.6pp | 68.0%-58.0pp | 69.2%-59.2pp |
| Annual return | -1.65% | 3.35%-5.0pp | 335.64%-337.3pp | 10.78%-12.4pp |
| Employer contribution / active EE | $226 | $1,210-81.3% | $2,419-90.7% | $1,899-88.1% |
| Participant deferral / active EE | $310 | $2,140-85.5% | $3,328-90.7% | $3,046-89.8% |
| Admin fee / account holder | $153 | $95+60.3% | $4,536-96.6% | $91+68.0% |