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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 | $7,897 | $72,269-89.1% | $101,271-92.2% | $79,852-90.1% |
| Participation rate | 66.2% | 68.5%-2.3pp | 75.8%-9.7pp | 69.6%-3.5pp |
| Annual return | 17.41% | 22.29%-4.9pp | 46.48%-29.1pp | 31.72%-14.3pp |
| Employer contribution / active EE | $1,007 | $2,692-62.6% | $3,660-72.5% | $2,471-59.3% |
| Participant deferral / active EE | $1,780 | $3,282-45.8% | $4,371-59.3% | $3,740-52.4% |
| Admin fee / account holder | $14 | $4,401-99.7% | $5,948-99.8% | $5,306-99.7% |