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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 | $28,461 | $58,093-51.0% | $80,022-64.4% | $56,287-49.4% |
| Participation rate | 31.1% | 73.6%-42.5pp | 75.8%-44.7pp | 69.9%-38.8pp |
| Annual return | -2.61% | 34.63%-37.2pp | 11.22%-13.8pp | -9.96%+7.4pp |
| Employer contribution / active EE | $1,006 | $1,933-48.0% | $2,468-59.3% | $2,111-52.4% |
| Participant deferral / active EE | $1,300 | $3,136-58.6% | $3,686-64.7% | $3,350-61.2% |
| Admin fee / account holder | $12 | $623-98.1% | $6,521-99.8% | $521-97.8% |