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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 | $10,752 | $46,297-76.8% | $71,671-85.0% | $62,293-82.7% |
| Participation rate | 35.4% | 60.6%-25.2pp | 68.7%-33.4pp | 69.5%-34.1pp |
| Annual return | 0.00% | 22.32%-22.3pp | 20.65%-20.6pp | 28.90%-28.9pp |
| Employer contribution / active EE | $591 | $1,412-58.1% | $2,460-76.0% | $2,042-71.0% |
| Participant deferral / active EE | $1,252 | $2,235-44.0% | $3,438-63.6% | $3,169-60.5% |
| Admin fee / account holder | $93 | $461-79.9% | $5,558-98.3% | $479-80.6% |