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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 | $2,250 | $25,302-91.1% | $74,722-97.0% | $67,579-96.7% |
| Participation rate | 17.5% | 37.8%-20.3pp | 54.5%-37.0pp | 71.3%-53.8pp |
| Annual return | 0.00% | 10291.17%-10291.2pp | 753.11%-753.1pp | 378.56%-378.6pp |
| Employer contribution / active EE | $79 | $446-82.4% | $1,084-92.8% | $2,148-96.3% |
| Participant deferral / active EE | $423 | $954-55.6% | $1,963-78.4% | $3,539-88.0% |
| Admin fee / account holder | $14 | $108-87.1% | $3,335-99.6% | $142-90.3% |