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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $10,014 | $41,854-76.1% | $73,836-86.4% | $52,331-80.9% |
| Participation rate | 45.6% | 66.2%-20.6pp | 73.4%-27.9pp | 68.1%-22.5pp |
| Annual return | -3.68% | 2.11%-5.8pp | 2268.06%-2271.7pp | 4.54%-8.2pp |
| Employer contribution / active EE | $424 | $1,920-77.9% | $2,787-84.8% | $1,882-77.4% |
| Participant deferral / active EE | $1,058 | $2,498-57.7% | $3,583-70.5% | $3,022-65.0% |
| Admin fee / account holder | $1 | $493-99.8% | $4,882-100.0% | $592-99.9% |