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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 | $15,329 | $50,958-69.9% | $74,552-79.4% | $64,181-76.1% |
| Participation rate | 43.2% | 61.1%-17.9pp | 69.1%-26.0pp | 69.6%-26.4pp |
| Annual return | -7.37% | -1.86%-5.5pp | 32.53%-39.9pp | 7.63%-15.0pp |
| Employer contribution / active EE | $229 | $1,115-79.4% | $1,961-88.3% | $2,381-90.4% |
| Participant deferral / active EE | $1,072 | $2,301-53.4% | $3,108-65.5% | $3,470-69.1% |
| Admin fee / account holder | $26 | $4,223-99.4% | $5,060-99.5% | $4,887-99.5% |