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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 | $22,384 | $57,921-61.4% | $84,753-73.6% | $57,658-61.2% |
| Participation rate | 67.2% | 72.9%-5.7pp | 76.6%-9.4pp | 70.2%-3.0pp |
| Annual return | 6.98% | 10.24%-3.3pp | 22.78%-15.8pp | 5.13%+1.8pp |
| Employer contribution / active EE | $0 | $2,598-100.0% | $3,574-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $961 | $2,742-64.9% | $3,712-74.1% | $3,061-68.6% |
| Admin fee / account holder | $57 | $130-55.8% | $5,333-98.9% | $95-39.3% |