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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 | $24,544 | $58,888-58.3% | $178,499-86.2% | $73,493-66.6% |
| Participation rate | 18.6% | 66.2%-47.6pp | 81.9%-63.3pp | 70.7%-52.1pp |
| Annual return | 10.31% | 24.86%-14.6pp | 151.10%-140.8pp | 28.51%-18.2pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $729 | $2,568-71.6% | $5,202-86.0% | $3,740-80.5% |
| Admin fee / account holder | $31 | $400-92.4% | $13,986-99.8% | $513-94.0% |