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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).
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 | $27,102 | $73,102-62.9% | $123,552-78.1% | $56,287-51.9% |
| Participation rate | 49.8% | 74.3%-24.5pp | 82.3%-32.5pp | 69.9%-20.1pp |
| Annual return | -8.25% | 3.01%-11.3pp | 119.20%-127.5pp | -9.96%+1.7pp |
| Employer contribution / active EE | $1,095 | $2,977-63.2% | $4,628-76.3% | $2,111-48.1% |
| Participant deferral / active EE | $2,045 | $5,423-62.3% | $6,426-68.2% | $3,350-39.0% |
| Admin fee / account holder | $0 | $554-100.0% | $9,285-100.0% | $521-100.0% |