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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 | $7,083 | $59,186-88.0% | $76,768-90.8% | $56,287-87.4% |
| Participation rate | 24.3% | 75.2%-50.9pp | 77.0%-52.7pp | 69.9%-45.6pp |
| Annual return | 0.00% | 6.62%-6.6pp | 2.43%-2.4pp | -9.96%+10.0pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,485-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,993 | $3,255-38.8% | $3,852-48.2% | $3,350-40.5% |
| Admin fee / account holder | $2 | $489-99.5% | $6,675-100.0% | $521-99.5% |