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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 | $5,144 | $46,732-89.0% | $156,551-96.7% | $55,167-90.7% |
| Participation rate | 62.9% | 65.8%-2.9pp | 84.0%-21.1pp | 69.0%-6.1pp |
| Annual return | 5.69% | 17.72%-12.0pp | 32.23%-26.5pp | 169.23%-163.5pp |
| Employer contribution / active EE | $293 | $2,105-86.1% | $5,501-94.7% | $1,963-85.1% |
| Participant deferral / active EE | $1,050 | $2,204-52.3% | $4,871-78.4% | $3,054-65.6% |
| Admin fee / account holder | $24 | $418-94.3% | $13,028-99.8% | $504-95.3% |