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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 | $20,285 | $89,652-77.4% | $141,197-85.6% | $65,186-68.9% |
| Participation rate | 53.4% | 74.7%-21.3pp | 82.5%-29.1pp | 70.2%-16.8pp |
| Annual return | 31.11% | 32.79%-1.7pp | 71.41%-40.3pp | 29.39%+1.7pp |
| Employer contribution / active EE | $1,645 | $3,065-46.3% | $4,736-65.3% | $2,177-24.4% |
| Participant deferral / active EE | $2,714 | $5,691-52.3% | $6,710-59.6% | $3,514-22.8% |
| Admin fee / account holder | $27 | $569-95.3% | $10,265-99.7% | $847-96.8% |