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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 | $12,120 | $42,548-71.5% | $74,551-83.7% | $56,289-78.5% |
| Participation rate | 27.9% | 60.5%-32.6pp | 69.1%-41.2pp | 69.9%-42.0pp |
| Annual return | -7.97% | 12.40%-20.4pp | 32.53%-40.5pp | -9.96%+2.0pp |
| Employer contribution / active EE | $656 | $855-23.3% | $1,961-66.6% | $2,111-68.9% |
| Participant deferral / active EE | $1,187 | $2,277-47.9% | $3,108-61.8% | $3,350-64.6% |
| Admin fee / account holder | $88 | $467-81.1% | $5,059-98.3% | $521-83.1% |