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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 | $15,506 | $39,245-60.5% | $64,105-75.8% | $52,331-70.4% |
| Participation rate | 19.1% | 58.2%-39.1pp | 68.2%-49.1pp | 68.1%-49.0pp |
| Annual return | -2.01% | 14.79%-16.8pp | 791.24%-793.3pp | 4.54%-6.6pp |
| Employer contribution / active EE | $0 | $736-100.0% | $1,820-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $473 | $1,992-76.2% | $2,822-83.2% | $3,022-84.3% |
| Admin fee / account holder | $0 | $592-100.0% | $4,499-100.0% | $592-100.0% |