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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 | $20,535 | $98,776-79.2% | $149,745-86.3% | $79,856-74.3% |
| Participation rate | 36.4% | 75.8%-39.4pp | 82.5%-46.1pp | 69.6%-33.3pp |
| Annual return | 22.43% | 27.38%-4.9pp | 276.72%-254.3pp | 31.71%-9.3pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,072 | $5,681-45.9% | $6,843-55.1% | $3,741-17.9% |
| Admin fee / account holder | $8 | $6,053-99.9% | $9,312-99.9% | $5,306-99.8% |