Filed April 2, 2019
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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 | $3,982 | $136,307-97.1% | $177,848-97.8% | $73,497-94.6% |
| Participation rate | 14.3% | 86.1%-71.8pp | 87.7%-73.4pp | 70.7%-56.4pp |
| Annual return | 0.00% | 18.68%-18.7pp | 48.33%-48.3pp | 28.51%-28.5pp |
| Employer contribution / active EE | $0 | $3,712-100.0% | $5,919-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $550 | $5,829-90.6% | $7,714-92.9% | $3,740-85.3% |
| Admin fee / account holder | $0 | $596-100.0% | $12,431-100.0% | $513-100.0% |