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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 | $15,920 | $43,999-63.8% | $79,467-80.0% | $55,725-71.4% |
| Participation rate | 26.3% | 66.9%-40.6pp | 73.3%-47.0pp | 70.9%-44.5pp |
| Annual return | -6.62% | 1.81%-8.4pp | 718.30%-724.9pp | 244.93%-251.5pp |
| Employer contribution / active EE | $353 | $1,830-80.7% | $2,800-87.4% | $2,078-83.0% |
| Participant deferral / active EE | $550 | $2,538-78.3% | $3,704-85.2% | $3,356-83.6% |
| Admin fee / account holder | $28 | $118-76.6% | $5,104-99.5% | $115-76.1% |