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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 | $2,927 | $63,768-95.4% | $98,483-97.0% | $79,391-96.3% |
| Participation rate | 64.8% | 69.9%-5.1pp | 73.3%-8.6pp | 70.7%-5.9pp |
| Annual return | 16.94% | 626.18%-609.2pp | 1494.38%-1477.4pp | 116.88%-99.9pp |
| Employer contribution / active EE | $0 | $2,558-100.0% | $2,961-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $1,564 | $3,305-52.7% | $4,276-63.4% | $4,046-61.3% |
| Admin fee / account holder | $3 | $516-99.5% | $5,953-100.0% | $627-99.6% |