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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 | $15,220 | $56,640-73.1% | $78,002-80.5% | $55,167-72.4% |
| Participation rate | 42.8% | 73.3%-30.6pp | 75.5%-32.8pp | 69.0%-26.2pp |
| Annual return | 11.59% | 2868.48%-2856.9pp | 425.99%-414.4pp | 169.23%-157.6pp |
| Employer contribution / active EE | $980 | $1,724-43.1% | $2,470-60.3% | $1,963-50.1% |
| Participant deferral / active EE | $1,903 | $2,778-31.5% | $3,497-45.6% | $3,054-37.7% |
| Admin fee / account holder | $16 | $467-96.5% | $5,481-99.7% | $504-96.8% |