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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 | $6,064 | $55,636-89.1% | $81,988-92.6% | $73,493-91.7% |
| Participation rate | 34.1% | 62.3%-28.2pp | 69.3%-35.1pp | 70.7%-36.6pp |
| Annual return | 0.00% | 19.07%-19.1pp | 41.31%-41.3pp | 28.51%-28.5pp |
| Employer contribution / active EE | $315 | $1,625-80.6% | $2,498-87.4% | $2,270-86.1% |
| Participant deferral / active EE | $1,611 | $2,762-41.7% | $3,722-56.7% | $3,740-56.9% |
| Admin fee / account holder | $0 | $493-100.0% | $5,665-100.0% | $513-100.0% |