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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 | $2,887 | $29,369-90.2% | $77,513-96.3% | $73,412-96.1% |
| Participation rate | 25.4% | 37.9%-12.5pp | 54.2%-28.8pp | 72.2%-46.7pp |
| Annual return | 37.43% | 358.15%-320.7pp | 54.81%-17.4pp | 59.30%-21.9pp |
| Employer contribution / active EE | $74 | $406-81.7% | $987-92.5% | $2,234-96.7% |
| Participant deferral / active EE | $347 | $941-63.1% | $1,861-81.4% | $3,806-90.9% |
| Admin fee / account holder | $11 | $123-90.8% | $2,859-99.6% | $158-92.9% |