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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 | $12,793 | $65,557-80.5% | $105,736-87.9% | $56,289-77.3% |
| Participation rate | 49.2% | 63.4%-14.2pp | 76.3%-27.1pp | 69.9%-20.6pp |
| Annual return | -6.74% | -1.32%-5.4pp | 6.27%-13.0pp | -9.96%+3.2pp |
| Employer contribution / active EE | $1,151 | $1,788-35.6% | $3,268-64.8% | $2,111-45.5% |
| Participant deferral / active EE | $1,783 | $2,418-26.3% | $4,080-56.3% | $3,350-46.8% |
| Admin fee / account holder | $53 | $561-90.6% | $6,913-99.2% | $521-89.8% |