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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 | $21,219 | $60,545-65.0% | $92,240-77.0% | $69,631-69.5% |
| Participation rate | 41.0% | 72.2%-31.1pp | 76.5%-35.5pp | 70.7%-29.7pp |
| Annual return | 19.34% | 19.71%-0.4pp | 176.29%-157.0pp | 27571.02%-27551.7pp |
| Employer contribution / active EE | $0 | $2,633-100.0% | $3,680-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $328 | $2,828-88.4% | $3,897-91.6% | $3,224-89.8% |
| Admin fee / account holder | $0 | $145-100.0% | $5,194-100.0% | $110-100.0% |