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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 | $6,638 | $80,177-91.7% | $123,894-94.6% | $57,658-88.5% |
| Participation rate | 68.9% | 74.4%-5.5pp | 81.4%-12.5pp | 70.2%-1.3pp |
| Annual return | 21.42% | 17.90%+3.5pp | 47.52%-26.1pp | 5.13%+16.3pp |
| Employer contribution / active EE | $0 | $2,913-100.0% | $4,617-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $3,027 | $5,130-41.0% | $5,984-49.4% | $3,061-1.1% |
| Admin fee / account holder | $12 | $106-88.8% | $8,357-99.9% | $95-87.4% |