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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 | $7,994 | $22,714-64.8% | $59,496-86.6% | $55,191-85.5% |
| Participation rate | 29.4% | 37.5%-8.0pp | 54.6%-25.1pp | 69.2%-39.7pp |
| Annual return | -3.97% | -44.01%+40.0pp | 182.05%-186.0pp | 10.78%-14.8pp |
| Employer contribution / active EE | $219 | $418-47.6% | $1,153-81.0% | $1,899-88.5% |
| Participant deferral / active EE | $629 | $843-25.4% | $1,829-65.6% | $3,046-79.4% |
| Admin fee / account holder | $47 | $83-44.1% | $2,232-97.9% | $91-48.7% |