Filed December 9, 2021
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $4,159 | $52,639-92.1% | $185,117-97.8% | $62,293-93.3% |
| Participation rate | 68.2% | 63.9%+4.3pp | 77.3%-9.1pp | 69.5%-1.3pp |
| Annual return | 0.00% | 19.57%-19.6pp | 40.50%-40.5pp | 28.90%-28.9pp |
| Employer contribution / active EE | $0 | $1,483-100.0% | $4,182-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,380 | $3,097-23.2% | $5,045-52.8% | $3,169-24.9% |
| Admin fee / account holder | $0 | $374-99.9% | $8,159-100.0% | $479-100.0% |