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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 | $16,077 | $155,795-89.7% | $136,297-88.2% | $69,631-76.9% |
| Participation rate | 46.2% | 75.2%-29.0pp | 81.9%-35.7pp | 70.7%-24.5pp |
| Annual return | 25.63% | 232464.33%-232438.7pp | 5156.19%-5130.6pp | 27571.02%-27545.4pp |
| Employer contribution / active EE | $1,030 | $2,991-65.6% | $4,696-78.1% | $2,032-49.3% |
| Participant deferral / active EE | $2,443 | $5,394-54.7% | $6,247-60.9% | $3,224-24.2% |
| Admin fee / account holder | $1 | $128-99.0% | $9,244-100.0% | $110-98.9% |