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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 | $17,831 | $39,245-54.6% | $64,105-72.2% | $52,331-65.9% |
| Participation rate | 50.0% | 58.2%-8.2pp | 68.2%-18.2pp | 68.1%-18.1pp |
| Annual return | -0.66% | 14.79%-15.4pp | 791.24%-791.9pp | 4.54%-5.2pp |
| Employer contribution / active EE | $328 | $736-55.5% | $1,820-82.0% | $1,882-82.6% |
| Participant deferral / active EE | $2,205 | $1,992+10.7% | $2,822-21.8% | $3,022-27.0% |
| Admin fee / account holder | $11 | $592-98.1% | $4,499-99.7% | $592-98.1% |