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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 | $6,466 | $49,138-86.8% | $84,023-92.3% | $65,186-90.1% |
| Participation rate | 60.6% | 60.7%-0.1pp | 69.0%-8.4pp | 70.2%-9.6pp |
| Annual return | 0.00% | 23.00%-23.0pp | 71.32%-71.3pp | 29.39%-29.4pp |
| Employer contribution / active EE | $1,008 | $914+10.3% | $1,984-49.2% | $2,177-53.7% |
| Participant deferral / active EE | $1,668 | $2,397-30.4% | $3,239-48.5% | $3,514-52.5% |
| Admin fee / account holder | $0 | $543-100.0% | $6,102-100.0% | $847-100.0% |