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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $57,384-100.0% | $106,387-100.0% | $56,287-100.0% |
| Participation rate | 0.0% | 71.3%-71.3pp | 77.5%-77.5pp | 69.9%-69.9pp |
| Annual return | 0.00% | 5.91%-5.9pp | 0.25%-0.3pp | -9.96%+10.0pp |
| Employer contribution / active EE | $0 | $2,348-100.0% | $3,520-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $0 | $3,799-100.0% | $5,421-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $566-100.0% | $7,510-100.0% | $521-100.0% |