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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.
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 | $19,945 | $42,546-53.1% | $71,796-72.2% | $55,167-63.8% |
| Participation rate | 28.4% | 59.1%-30.7pp | 69.1%-40.7pp | 69.0%-40.6pp |
| Annual return | 11.62% | 12.36%-0.7pp | 78.04%-66.4pp | 169.23%-157.6pp |
| Employer contribution / active EE | $0 | $803-100.0% | $1,924-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $438 | $2,064-78.8% | $2,794-84.3% | $3,054-85.7% |
| Admin fee / account holder | $5 | $650-99.2% | $4,815-99.9% | $504-98.9% |