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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $8,612 | $74,552-88.4% | $63,018-86.3% | $69,631-87.6% |
| Participation rate | 58.9% | 78.3%-19.4pp | 74.8%-15.9pp | 70.7%-11.8pp |
| Annual return | 22.20% | 15.77%+6.4pp | 87.62%-65.4pp | 27571.02%-27548.8pp |
| Employer contribution / active EE | $1,648 | $2,929-43.8% | $2,761-40.3% | $2,032-18.9% |
| Participant deferral / active EE | $1,814 | $2,974-39.0% | $3,330-45.5% | $3,224-43.7% |
| Admin fee / account holder | $1 | $59-98.4% | $3,601-100.0% | $110-99.2% |