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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 | $52,484 | $46,360+13.2% | $147,617-64.4% | $52,331+0.3% |
| Participation rate | 19.0% | 64.9%-45.9pp | 84.6%-65.6pp | 68.1%-49.1pp |
| Annual return | 0.76% | 1.62%-0.9pp | 61.98%-61.2pp | 4.54%-3.8pp |
| Employer contribution / active EE | $0 | $2,126-100.0% | $5,564-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $606 | $2,258-73.2% | $4,895-87.6% | $3,022-79.9% |
| Admin fee / account holder | $26 | $766-96.6% | $11,612-99.8% | $592-95.6% |