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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 | $23,726 | $63,924-62.9% | $108,582-78.1% | $55,167-57.0% |
| Participation rate | 51.6% | 74.3%-22.7pp | 79.6%-28.0pp | 69.0%-17.4pp |
| Annual return | 12.91% | 15.31%-2.4pp | -51.70%+64.6pp | 169.23%-156.3pp |
| Employer contribution / active EE | $1,317 | $1,879-29.9% | $3,758-65.0% | $1,963-32.9% |
| Participant deferral / active EE | $2,537 | $3,067-17.3% | $4,311-41.2% | $3,054-16.9% |
| Admin fee / account holder | $5 | $618-99.2% | $7,645-99.9% | $504-99.0% |