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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 | $8,586 | $56,511-84.8% | $185,837-95.4% | $86,813-90.1% |
| Participation rate | 60.1% | 65.5%-5.4pp | 81.7%-21.6pp | 72.3%-12.2pp |
| Annual return | 17.52% | 118.12%-100.6pp | 122.08%-104.6pp | 97.93%-80.4pp |
| Employer contribution / active EE | $544 | $1,844-70.5% | $5,168-89.5% | $2,406-77.4% |
| Participant deferral / active EE | $1,087 | $2,554-57.4% | $5,568-80.5% | $4,131-73.7% |
| Admin fee / account holder | $1 | $150-99.1% | $16,241-100.0% | $170-99.2% |