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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 | $6,232 | $62,928-90.1% | $172,752-96.4% | $67,579-90.8% |
| Participation rate | 7.8% | 64.5%-56.7pp | 82.6%-74.8pp | 71.3%-63.5pp |
| Annual return | 0.00% | 30.36%-30.4pp | 802.97%-803.0pp | 378.56%-378.6pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,144-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $477 | $2,145-77.8% | $5,198-90.8% | $3,539-86.5% |
| Admin fee / account holder | $0 | $167-100.0% | $13,955-100.0% | $142-100.0% |