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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $74,319 | $67,166+10.7% | $57,356+29.6% | $55,191+34.7% |
| Participation rate | 56.2% | 77.7%-21.5pp | 75.1%-18.9pp | 69.2%-13.0pp |
| Annual return | 1.15% | 4.22%-3.1pp | 24.41%-23.3pp | 10.78%-9.6pp |
| Employer contribution / active EE | $1,941 | $2,812-31.0% | $2,689-27.8% | $1,899+2.2% |
| Participant deferral / active EE | $2,633 | $2,835-7.1% | $3,162-16.7% | $3,046-13.6% |
| Admin fee / account holder | $0 | $44-100.0% | $3,357-100.0% | $91-100.0% |