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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 | $5,696 | $155,795-96.3% | $136,297-95.8% | $69,631-91.8% |
| Participation rate | 61.0% | 75.2%-14.3pp | 81.9%-20.9pp | 70.7%-9.7pp |
| Annual return | 20.75% | 232464.33%-232443.6pp | 5156.19%-5135.4pp | 27571.02%-27550.3pp |
| Employer contribution / active EE | $761 | $2,991-74.6% | $4,696-83.8% | $2,032-62.6% |
| Participant deferral / active EE | $1,929 | $5,394-64.2% | $6,247-69.1% | $3,224-40.1% |
| Admin fee / account holder | $30 | $128-76.8% | $9,244-99.7% | $110-73.0% |