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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 | $4,970 | $52,884-90.6% | $84,753-94.1% | $55,167-91.0% |
| Participation rate | 22.3% | 67.5%-45.2pp | 76.6%-54.3pp | 69.0%-46.7pp |
| Annual return | 0.00% | 18.03%-18.0pp | 22.78%-22.8pp | 169.23%-169.2pp |
| Employer contribution / active EE | $437 | $2,233-80.4% | $3,574-87.8% | $1,963-77.7% |
| Participant deferral / active EE | $727 | $2,644-72.5% | $3,712-80.4% | $3,054-76.2% |
| Admin fee / account holder | $0 | $581-100.0% | $5,333-100.0% | $504-100.0% |