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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $16,925 | $46,360-63.5% | $147,617-88.5% | $52,331-67.7% |
| Participation rate | 52.5% | 64.9%-12.5pp | 84.6%-32.2pp | 68.1%-15.6pp |
| Annual return | -1.40% | 1.62%-3.0pp | 61.98%-63.4pp | 4.54%-5.9pp |
| Employer contribution / active EE | $907 | $2,126-57.4% | $5,564-83.7% | $1,882-51.8% |
| Participant deferral / active EE | $590 | $2,258-73.9% | $4,895-88.0% | $3,022-80.5% |
| Admin fee / account holder | $0 | $766-100.0% | $11,612-100.0% | $592-100.0% |