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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 | $20,303 | $56,443-64.0% | $83,850-75.8% | $55,725-63.6% |
| Participation rate | 35.4% | 72.0%-36.7pp | 76.1%-40.8pp | 70.9%-35.5pp |
| Annual return | 2.94% | 393.67%-390.7pp | 850.92%-848.0pp | 244.93%-242.0pp |
| Employer contribution / active EE | $0 | $2,682-100.0% | $3,631-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $310 | $2,965-89.5% | $4,082-92.4% | $3,356-90.8% |
| Admin fee / account holder | $9 | $156-94.2% | $5,478-99.8% | $115-92.1% |