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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $58,216 | $67,602-13.9% | $82,312-29.3% | $70,126-17.0% |
| Participation rate | 63.9% | 72.8%-8.9pp | 76.9%-13.0pp | 69.5%-5.7pp |
| Annual return | 10.00% | 21.57%-11.6pp | 25.88%-15.9pp | 73.15%-63.1pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,007 | $2,987+0.7% | $3,706-18.9% | $3,332-9.8% |
| Admin fee / account holder | $53 | $4,512-98.8% | $5,608-99.1% | $4,645-98.9% |