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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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,839 | $65,092-95.6% | $143,799-98.0% | $66,938-95.8% |
| Participation rate | 3.3% | 65.2%-61.9pp | 80.3%-77.1pp | 69.8%-66.6pp |
| Annual return | 0.00% | -11.14%+11.1pp | -0.04%0pp | 1.58%-1.6pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $67 | $2,920-97.7% | $5,638-98.8% | $4,238-98.4% |
| Admin fee / account holder | $60 | $502-88.1% | $14,677-99.6% | $594-90.0% |