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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 | $51,923 | $99,957-48.1% | $149,745-65.3% | $73,497-29.4% |
| Participation rate | 34.5% | 75.7%-41.2pp | 82.5%-48.0pp | 70.7%-36.1pp |
| Annual return | 33.63% | 53.87%-20.2pp | 276.72%-243.1pp | 28.51%+5.1pp |
| Employer contribution / active EE | $1,585 | $3,191-50.3% | $4,646-65.9% | $2,270-30.2% |
| Participant deferral / active EE | $2,633 | $6,073-56.6% | $6,843-61.5% | $3,740-29.6% |
| Admin fee / account holder | $34 | $551-93.8% | $9,312-99.6% | $513-93.4% |