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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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $31,919 | $65,361-51.2% | $92,903-65.6% | $72,983-56.3% |
| Participation rate | 32.5% | 68.3%-35.8pp | 76.0%-43.5pp | 69.5%-37.0pp |
| Annual return | 4.00% | 42.11%-38.1pp | 109.43%-105.4pp | 81.01%-77.0pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,267 | $3,128-59.5% | $4,238-70.1% | $3,608-64.9% |
| Admin fee / account holder | $16 | $4,251-99.6% | $5,795-99.7% | $5,124-99.7% |