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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 | $19,320 | $46,360-58.3% | $147,617-86.9% | $52,331-63.1% |
| Participation rate | 33.6% | 64.9%-31.3pp | 84.6%-51.0pp | 68.1%-34.5pp |
| Annual return | 2.01% | 1.62%+0.4pp | 61.98%-60.0pp | 4.54%-2.5pp |
| Employer contribution / active EE | $0 | $2,126-100.0% | $5,564-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $350 | $2,258-84.5% | $4,895-92.8% | $3,022-88.4% |
| Admin fee / account holder | $244 | $766-68.2% | $11,612-97.9% | $592-58.8% |