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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.
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 | $32,330 | $47,977-32.6% | $154,108-79.0% | $56,289-42.6% |
| Participation rate | 14.3% | 66.2%-51.9pp | 83.0%-68.8pp | 69.9%-55.6pp |
| Annual return | 4.39% | 3.54%+0.8pp | 735.21%-730.8pp | -9.96%+14.3pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $554 | $2,392-76.8% | $5,081-89.1% | $3,350-83.5% |
| Admin fee / account holder | $136 | $438-69.0% | $13,411-99.0% | $521-73.9% |