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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $14,246 | $51,466-72.3% | $78,778-81.9% | $62,293-77.1% |
| Participation rate | 38.9% | 59.8%-20.9pp | 69.2%-30.3pp | 69.5%-30.6pp |
| Annual return | 19.32% | 19.96%-0.6pp | 35.62%-16.3pp | 28.90%-9.6pp |
| Employer contribution / active EE | $68 | $827-91.8% | $1,986-96.6% | $2,042-96.7% |
| Participant deferral / active EE | $1,284 | $2,147-40.2% | $2,958-56.6% | $3,169-59.5% |
| Admin fee / account holder | $17 | $489-96.5% | $5,134-99.7% | $479-96.4% |