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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $19,246 | $58,726-67.2% | $92,239-79.1% | $62,293-69.1% |
| Participation rate | 66.7% | 68.3%-1.7pp | 76.5%-9.8pp | 69.5%-2.8pp |
| Annual return | 11.06% | 43.62%-32.6pp | 176.29%-165.2pp | 28.90%-17.8pp |
| Employer contribution / active EE | $811 | $2,392-66.1% | $3,680-78.0% | $2,042-60.3% |
| Participant deferral / active EE | $1,940 | $2,766-29.8% | $3,897-50.2% | $3,169-38.8% |
| Admin fee / account holder | $140 | $556-74.8% | $5,194-97.3% | $479-70.7% |