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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 | $9,518 | $36,694-74.1% | $40,145,923-100.0% | $55,167-82.7% |
| Participation rate | 55.9% | 57.2%-1.2pp | 68.4%-12.5pp | 69.0%-13.1pp |
| Annual return | 10.18% | 10.16%0pp | 5.24%+4.9pp | 169.23%-159.0pp |
| Employer contribution / active EE | $694 | $1,135-38.8% | $1,844-62.3% | $1,963-64.6% |
| Participant deferral / active EE | $1,629 | $1,679-3.0% | $2,591-37.1% | $3,054-46.7% |
| Admin fee / account holder | $45 | $175-74.2% | $2,903-98.4% | $504-91.0% |