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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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $12,143 | $31,679-61.7% | $74,723-83.7% | $65,186-81.4% |
| Participation rate | 9.4% | 40.4%-31.0pp | 54.5%-45.1pp | 70.2%-60.8pp |
| Annual return | 16.19% | 39.04%-22.8pp | 753.18%-737.0pp | 29.39%-13.2pp |
| Employer contribution / active EE | $0 | $566-100.0% | $1,084-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $172 | $1,191-85.6% | $1,962-91.3% | $3,514-95.1% |
| Admin fee / account holder | $44 | $379-88.3% | $3,335-98.7% | $847-94.8% |