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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 | $31,780 | $58,093-45.3% | $80,022-60.3% | $56,287-43.5% |
| Participation rate | 43.3% | 73.6%-30.4pp | 75.8%-32.6pp | 69.9%-26.6pp |
| Annual return | -6.15% | 34.63%-40.8pp | 11.22%-17.4pp | -9.96%+3.8pp |
| Employer contribution / active EE | $765 | $1,933-60.4% | $2,468-69.0% | $2,111-63.7% |
| Participant deferral / active EE | $1,326 | $3,136-57.7% | $3,686-64.0% | $3,350-60.4% |
| Admin fee / account holder | $14 | $623-97.7% | $6,521-99.8% | $521-97.2% |