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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 | $33,414 | $46,100-27.5% | $86,582-61.4% | $69,631-52.0% |
| Participation rate | 27.7% | 67.2%-39.5pp | 73.5%-45.9pp | 70.7%-43.0pp |
| Annual return | 12.84% | 21.02%-8.2pp | 965.08%-952.2pp | 27571.02%-27558.2pp |
| Employer contribution / active EE | $275 | $1,850-85.1% | $2,839-90.3% | $2,032-86.5% |
| Participant deferral / active EE | $363 | $2,432-85.1% | $3,609-89.9% | $3,224-88.7% |
| Admin fee / account holder | $0 | $94-100.0% | $4,904-100.0% | $110-100.0% |