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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 that benefits due were not provided when due.
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 | $17,541 | $42,548-58.8% | $74,551-76.5% | $56,289-68.8% |
| Participation rate | 49.3% | 60.5%-11.2pp | 69.1%-19.8pp | 69.9%-20.6pp |
| Annual return | -5.66% | 12.40%-18.1pp | 32.53%-38.2pp | -9.96%+4.3pp |
| Employer contribution / active EE | $544 | $855-36.4% | $1,961-72.3% | $2,111-74.2% |
| Participant deferral / active EE | $588 | $2,277-74.2% | $3,108-81.1% | $3,350-82.4% |
| Admin fee / account holder | $4 | $467-99.1% | $5,059-99.9% | $521-99.2% |