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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $10,990 | $77,817-85.9% | $123,553-91.1% | $64,173-82.9% |
| Participation rate | 39.7% | 74.7%-35.0pp | 82.3%-42.6pp | 69.6%-29.9pp |
| Annual return | 6.44% | 12.49%-6.0pp | 119.21%-112.8pp | 7.63%-1.2pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,853 | $5,240-45.6% | $6,426-55.6% | $3,470-17.8% |
| Admin fee / account holder | $75 | $5,519-98.6% | $9,284-99.2% | $4,887-98.5% |