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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 | $35,247 | $66,302-46.8% | $110,243-68.0% | $56,289-37.4% |
| Participation rate | 59.7% | 74.9%-15.2pp | 79.8%-20.1pp | 69.9%-10.1pp |
| Annual return | -5.53% | -1.18%-4.4pp | 314.76%-320.3pp | -9.96%+4.4pp |
| Employer contribution / active EE | $1,038 | $2,047-49.3% | $3,827-72.9% | $2,111-50.8% |
| Participant deferral / active EE | $1,617 | $3,381-52.2% | $4,672-65.4% | $3,350-51.7% |
| Admin fee / account holder | $0 | $698-99.9% | $8,548-100.0% | $521-99.9% |