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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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $11,015 | $46,732-76.4% | $156,551-93.0% | $55,167-80.0% |
| Participation rate | 13.9% | 65.8%-51.9pp | 84.0%-70.1pp | 69.0%-55.1pp |
| Annual return | 10.76% | 17.72%-7.0pp | 32.23%-21.5pp | 169.23%-158.5pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $751 | $2,204-65.9% | $4,871-84.6% | $3,054-75.4% |
| Admin fee / account holder | $82 | $418-80.4% | $13,028-99.4% | $504-83.7% |