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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 | $10,684 | $29,369-63.6% | $77,552-86.2% | $73,412-85.4% |
| Participation rate | 61.9% | 37.9%+23.9pp | 54.2%+7.7pp | 72.2%-10.3pp |
| Annual return | -1.39% | 358.15%-359.5pp | 54.82%-56.2pp | 59.30%-60.7pp |
| Employer contribution / active EE | $0 | $406-100.0% | $987-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $286 | $941-69.6% | $1,861-84.6% | $3,806-92.5% |
| Admin fee / account holder | $7 | $123-94.5% | $2,859-99.8% | $158-95.8% |