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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 | $36,815 | $63,314-41.9% | $91,004-59.5% | $62,293-40.9% |
| Participation rate | 60.8% | 73.3%-12.6pp | 75.6%-14.8pp | 69.5%-8.7pp |
| Annual return | 14.09% | 21.00%-6.9pp | 4.60%+9.5pp | 28.90%-14.8pp |
| Employer contribution / active EE | $873 | $1,807-51.7% | $2,456-64.5% | $2,042-57.3% |
| Participant deferral / active EE | $1,192 | $2,944-59.5% | $3,548-66.4% | $3,169-62.4% |
| Admin fee / account holder | $56 | $468-88.1% | $5,417-99.0% | $479-88.3% |