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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 | $7,655 | $58,895-87.0% | $178,503-95.7% | $73,497-89.6% |
| Participation rate | 23.8% | 66.2%-42.5pp | 81.9%-58.2pp | 70.7%-46.9pp |
| Annual return | 0.00% | 24.86%-24.9pp | 151.12%-151.1pp | 28.51%-28.5pp |
| Employer contribution / active EE | $341 | $2,236-84.7% | $5,011-93.2% | $2,270-85.0% |
| Participant deferral / active EE | $1,095 | $2,567-57.3% | $5,202-78.9% | $3,740-70.7% |
| Admin fee / account holder | $0 | $400-100.0% | $13,987-100.0% | $513-100.0% |