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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 | $29,856 | $52,293-42.9% | $178,499-83.3% | $73,412-59.3% |
| Participation rate | 9.5% | 65.3%-55.8pp | 81.9%-72.4pp | 72.2%-62.7pp |
| Annual return | 15.20% | 34.75%-19.5pp | 151.10%-135.9pp | 59.30%-44.1pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $513 | $2,332-78.0% | $5,202-90.1% | $3,806-86.5% |
| Admin fee / account holder | $30 | $127-76.8% | $13,986-99.8% | $158-81.3% |