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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 | $10,826 | $46,360-76.6% | $147,617-92.7% | $52,331-79.3% |
| Participation rate | 68.9% | 64.9%+4.0pp | 84.6%-15.7pp | 68.1%+0.8pp |
| Annual return | 1.68% | 1.62%+0.1pp | 61.98%-60.3pp | 4.54%-2.9pp |
| Employer contribution / active EE | $299 | $2,126-85.9% | $5,565-94.6% | $1,882-84.1% |
| Participant deferral / active EE | $790 | $2,258-65.0% | $4,895-83.9% | $3,022-73.8% |
| Admin fee / account holder | $10 | $766-98.7% | $11,611-99.9% | $592-98.3% |