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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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $8,443 | $62,928-86.6% | $172,752-95.1% | $67,579-87.5% |
| Participation rate | 15.2% | 64.5%-49.3pp | 82.6%-67.5pp | 71.3%-56.1pp |
| Annual return | 32.36% | 30.36%+2.0pp | 802.97%-770.6pp | 378.56%-346.2pp |
| Employer contribution / active EE | $306 | $1,636-81.3% | $5,144-94.0% | $2,148-85.7% |
| Participant deferral / active EE | $759 | $2,145-64.6% | $5,198-85.4% | $3,539-78.6% |
| Admin fee / account holder | $33 | $167-80.3% | $13,955-99.8% | $142-77.0% |