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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 | $12,153 | $43,423-72.0% | $78,676-84.6% | $55,167-78.0% |
| Participation rate | 44.2% | 68.0%-23.9pp | 73.6%-29.4pp | 69.0%-24.8pp |
| Annual return | 11.32% | 11.53%-0.2pp | 62.19%-50.9pp | 169.23%-157.9pp |
| Employer contribution / active EE | $415 | $1,997-79.2% | $2,850-85.4% | $1,963-78.9% |
| Participant deferral / active EE | $1,046 | $2,509-58.3% | $3,517-70.2% | $3,054-65.7% |
| Admin fee / account holder | $3 | $416-99.2% | $4,510-99.9% | $504-99.4% |