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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 | $14,538 | $89,370-83.7% | $141,197-89.7% | $72,976-80.1% |
| Participation rate | 42.3% | 75.1%-32.8pp | 82.5%-40.2pp | 69.5%-27.2pp |
| Annual return | 34.82% | 111.88%-77.1pp | 71.41%-36.6pp | 81.02%-46.2pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,457 | $5,419-36.2% | $6,710-48.5% | $3,608-4.2% |
| Admin fee / account holder | $25 | $5,957-99.6% | $10,265-99.8% | $5,124-99.5% |