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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 | $18,609 | $55,636-66.6% | $81,982-77.3% | $73,497-74.7% |
| Participation rate | 15.7% | 62.3%-46.5pp | 69.3%-53.5pp | 70.7%-54.9pp |
| Annual return | 11.91% | 19.07%-7.2pp | 41.31%-29.4pp | 28.51%-16.6pp |
| Employer contribution / active EE | $349 | $1,625-78.5% | $2,498-86.0% | $2,270-84.6% |
| Participant deferral / active EE | $725 | $2,762-73.8% | $3,722-80.5% | $3,740-80.6% |
| Admin fee / account holder | $162 | $493-67.1% | $5,665-97.1% | $513-68.4% |