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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $51,107 | $57,976-11.8% | $63,018-18.9% | $62,293-18.0% |
| Participation rate | 56.6% | 75.9%-19.3pp | 74.8%-18.2pp | 69.5%-12.9pp |
| Annual return | 11.44% | 17.54%-6.1pp | 87.62%-76.2pp | 28.90%-17.5pp |
| Employer contribution / active EE | $1,254 | $2,415-48.1% | $2,761-54.6% | $2,042-38.6% |
| Participant deferral / active EE | $2,168 | $2,956-26.6% | $3,330-34.9% | $3,169-31.6% |
| Admin fee / account holder | $0 | $276-100.0% | $3,601-100.0% | $479-100.0% |