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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 | $15,436 | $22,714-32.0% | $59,496-74.1% | $55,191-72.0% |
| Participation rate | 7.1% | 37.5%-30.4pp | 54.6%-47.5pp | 69.2%-62.1pp |
| Annual return | -2.12% | -44.01%+41.9pp | 182.05%-184.2pp | 10.78%-12.9pp |
| Employer contribution / active EE | $106 | $418-74.6% | $1,153-90.8% | $1,899-94.4% |
| Participant deferral / active EE | $269 | $843-68.0% | $1,829-85.3% | $3,046-91.2% |
| Admin fee / account holder | $32 | $83-61.9% | $2,232-98.6% | $91-65.0% |