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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 | $27,394 | $41,377-33.8% | $109,313-74.9% | $62,881-56.4% |
| Participation rate | 54.3% | 57.5%-3.3pp | 71.3%-17.0pp | 69.3%-15.0pp |
| Annual return | -0.73% | 11.05%-11.8pp | 22.07%-22.8pp | 20.14%-20.9pp |
| Employer contribution / active EE | $692 | $1,276-45.8% | $3,892-82.2% | $2,281-69.7% |
| Participant deferral / active EE | $2,869 | $2,045+40.3% | $3,166-9.4% | $3,203-10.4% |
| Admin fee / account holder | $3 | $2,884-99.9% | $5,666-99.9% | $4,296-99.9% |