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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 | $15,269 | $42,546-64.1% | $71,796-78.7% | $55,167-72.3% |
| Participation rate | 67.0% | 59.1%+7.9pp | 69.1%-2.1pp | 69.0%-2.0pp |
| Annual return | 9.74% | 12.36%-2.6pp | 78.04%-68.3pp | 169.23%-159.5pp |
| Employer contribution / active EE | $349 | $803-56.6% | $1,924-81.9% | $1,963-82.2% |
| Participant deferral / active EE | $1,308 | $2,064-36.6% | $2,794-53.2% | $3,054-57.2% |
| Admin fee / account holder | $3 | $650-99.6% | $4,815-99.9% | $504-99.4% |