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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 | $5,749 | $65,361-91.2% | $92,903-93.8% | $72,983-92.1% |
| Participation rate | 69.8% | 68.3%+1.5pp | 76.0%-6.2pp | 69.5%+0.4pp |
| Annual return | 19.01% | 42.11%-23.1pp | 109.43%-90.4pp | 81.01%-62.0pp |
| Employer contribution / active EE | $701 | $2,594-73.0% | $3,653-80.8% | $2,440-71.3% |
| Participant deferral / active EE | $1,451 | $3,128-53.6% | $4,238-65.8% | $3,608-59.8% |
| Admin fee / account holder | $28 | $4,251-99.3% | $5,795-99.5% | $5,124-99.4% |