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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 | $10,685 | $76,551-86.0% | $123,894-91.4% | $62,881-83.0% |
| Participation rate | 21.8% | 73.0%-51.1pp | 81.4%-59.6pp | 69.3%-47.5pp |
| Annual return | 0.00% | 18.68%-18.7pp | 47.52%-47.5pp | 20.14%-20.1pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,328 | $4,840-31.2% | $5,984-44.4% | $3,203+3.9% |
| Admin fee / account holder | $189 | $4,826-96.1% | $8,357-97.7% | $4,296-95.6% |