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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 | $5,474 | $31,679-82.7% | $74,722-92.7% | $65,185-91.6% |
| Participation rate | 24.8% | 40.4%-15.6pp | 54.5%-29.7pp | 70.2%-45.4pp |
| Annual return | 0.00% | 39.04%-39.0pp | 753.11%-753.1pp | 29.38%-29.4pp |
| Employer contribution / active EE | $536 | $566-5.2% | $1,084-50.5% | $2,177-75.4% |
| Participant deferral / active EE | $820 | $1,191-31.2% | $1,963-58.2% | $3,514-76.7% |
| Admin fee / account holder | $23 | $379-94.0% | $3,335-99.3% | $847-97.3% |