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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 | $5,791 | $34,242-83.1% | $76,523-92.4% | $75,289-92.3% |
| Participation rate | 13.4% | 43.9%-30.5pp | 68.0%-54.6pp | 72.4%-59.0pp |
| Annual return | -5.96% | -0.98%-5.0pp | -0.27%-5.7pp | -0.04%-5.9pp |
| Employer contribution / active EE | $127 | $975-87.0% | $2,647-95.2% | $2,405-94.7% |
| Participant deferral / active EE | $309 | $1,872-83.5% | $3,835-91.9% | $3,739-91.7% |
| Admin fee / account holder | $3 | $112-97.3% | $4,848-99.9% | $102-97.1% |