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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 | $14,466 | $52,961-72.7% | $172,752-91.6% | $65,185-77.8% |
| Participation rate | 15.9% | 66.2%-50.3pp | 82.6%-66.8pp | 70.2%-54.3pp |
| Annual return | 22.31% | 30.12%-7.8pp | 802.97%-780.7pp | 29.38%-7.1pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,144-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $742 | $2,471-70.0% | $5,198-85.7% | $3,514-78.9% |
| Admin fee / account holder | $60 | $472-87.3% | $13,955-99.6% | $847-92.9% |