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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 | $3,084 | $22,714-86.4% | $59,496-94.8% | $55,191-94.4% |
| Participation rate | 46.0% | 37.5%+8.6pp | 54.6%-8.5pp | 69.2%-23.1pp |
| Annual return | -8.32% | -44.01%+35.7pp | 182.05%-190.4pp | 10.78%-19.1pp |
| Employer contribution / active EE | $627 | $418+50.1% | $1,153-45.6% | $1,899-67.0% |
| Participant deferral / active EE | $739 | $843-12.3% | $1,829-59.6% | $3,046-75.7% |
| Admin fee / account holder | $24 | $83-70.8% | $2,232-98.9% | $91-73.2% |