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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.
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 | $5,506 | $25,302-78.2% | $74,719-92.6% | $67,579-91.9% |
| Participation rate | 15.0% | 37.8%-22.8pp | 54.5%-39.4pp | 71.3%-56.3pp |
| Annual return | 31.80% | 10291.17%-10259.4pp | 753.05%-721.2pp | 378.56%-346.8pp |
| Employer contribution / active EE | $110 | $446-75.4% | $1,084-89.9% | $2,148-94.9% |
| Participant deferral / active EE | $189 | $954-80.2% | $1,963-90.4% | $3,539-94.7% |
| Admin fee / account holder | $8 | $108-93.0% | $3,334-99.8% | $142-94.7% |