Filed June 25, 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 | $11,489 | $55,453-79.3% | $170,435-93.3% | $62,293-81.6% |
| Participation rate | 62.6% | 66.4%-3.8pp | 83.6%-21.0pp | 69.5%-7.0pp |
| Annual return | 17.64% | 21.38%-3.7pp | 205.94%-188.3pp | 28.90%-11.3pp |
| Employer contribution / active EE | $422 | $2,164-80.5% | $5,432-92.2% | $2,042-79.3% |
| Participant deferral / active EE | $1,086 | $2,303-52.8% | $4,939-78.0% | $3,169-65.7% |
| Admin fee / account holder | $31 | $455-93.2% | $13,881-99.8% | $479-93.5% |