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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 | $18,057 | $44,873-59.8% | $79,466-77.3% | $56,287-67.9% |
| Participation rate | 9.4% | 68.7%-59.4pp | 73.3%-64.0pp | 69.9%-60.5pp |
| Annual return | -5.10% | 0.81%-5.9pp | 718.28%-723.4pp | -9.96%+4.9pp |
| Employer contribution / active EE | $0 | $2,140-100.0% | $2,800-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $196 | $2,746-92.9% | $3,704-94.7% | $3,350-94.2% |
| Admin fee / account holder | $13 | $418-96.9% | $5,104-99.7% | $521-97.5% |