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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 | $18,509 | $62,928-70.6% | $172,752-89.3% | $67,579-72.6% |
| Participation rate | 44.7% | 64.5%-19.8pp | 82.6%-37.9pp | 71.3%-26.6pp |
| Annual return | 19.11% | 30.36%-11.2pp | 802.97%-783.9pp | 378.56%-359.4pp |
| Employer contribution / active EE | $269 | $1,636-83.5% | $5,144-94.8% | $2,148-87.5% |
| Participant deferral / active EE | $649 | $2,145-69.8% | $5,198-87.5% | $3,539-81.7% |
| Admin fee / account holder | $81 | $167-51.1% | $13,955-99.4% | $142-42.7% |