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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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $12,102 | $37,117-67.4% | $147,617-91.8% | $55,191-78.1% |
| Participation rate | 10.1% | 63.6%-53.5pp | 84.6%-74.5pp | 69.2%-59.0pp |
| Annual return | 11.94% | 3.44%+8.5pp | 61.98%-50.0pp | 10.78%+1.2pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $5,564-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $604 | $1,985-69.6% | $4,895-87.7% | $3,046-80.2% |
| Admin fee / account holder | $6 | $86-92.4% | $11,612-99.9% | $91-92.9% |