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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 | $2,598 | $28,109-90.8% | $71,089-96.3% | $56,289-95.4% |
| Participation rate | 35.5% | 40.4%-4.9pp | 54.6%-19.1pp | 69.9%-34.3pp |
| Annual return | 0.00% | -615.05%+615.1pp | 650.65%-650.6pp | -9.96%+10.0pp |
| Employer contribution / active EE | $268 | $558-52.0% | $1,088-75.4% | $2,111-87.3% |
| Participant deferral / active EE | $870 | $1,116-22.0% | $1,873-53.5% | $3,350-74.0% |
| Admin fee / account holder | $0 | $585-100.0% | $3,082-100.0% | $521-100.0% |