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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $24,570 | $28,109-12.6% | $71,086-65.4% | $56,287-56.3% |
| Participation rate | 7.8% | 40.4%-32.6pp | 54.7%-46.8pp | 69.9%-62.0pp |
| Annual return | -7.75% | -615.05%+607.3pp | 650.59%-658.3pp | -9.96%+2.2pp |
| Employer contribution / active EE | $234 | $558-58.0% | $1,088-78.5% | $2,111-88.9% |
| Participant deferral / active EE | $365 | $1,116-67.3% | $1,874-80.5% | $3,350-89.1% |
| Admin fee / account holder | $127 | $585-78.3% | $3,082-95.9% | $521-75.6% |