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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 | $25,069 | $54,320-53.8% | $67,652-62.9% | $52,331-52.1% |
| Participation rate | 48.0% | 73.6%-25.6pp | 75.7%-27.6pp | 68.1%-20.1pp |
| Annual return | -1.29% | 6.81%-8.1pp | 6625.40%-6626.7pp | 4.54%-5.8pp |
| Employer contribution / active EE | $915 | $1,544-40.7% | $2,266-59.6% | $1,882-51.4% |
| Participant deferral / active EE | $1,247 | $2,950-57.7% | $3,560-65.0% | $3,022-58.7% |
| Admin fee / account holder | $10 | $527-98.1% | $4,821-99.8% | $592-98.3% |