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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 | $8,270 | $52,961-84.4% | $172,752-95.2% | $65,185-87.3% |
| Participation rate | 40.5% | 66.2%-25.7pp | 82.6%-42.2pp | 70.2%-29.7pp |
| Annual return | 52.95% | 30.12%+22.8pp | 802.97%-750.0pp | 29.38%+23.6pp |
| Employer contribution / active EE | $384 | $2,190-82.5% | $5,144-92.5% | $2,177-82.4% |
| Participant deferral / active EE | $1,310 | $2,471-47.0% | $5,198-74.8% | $3,514-62.7% |
| Admin fee / account holder | $160 | $472-66.0% | $13,955-98.9% | $847-81.1% |