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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 | $8,367 | $57,108-85.3% | $94,229-91.1% | $52,331-84.0% |
| Participation rate | 59.1% | 72.9%-13.9pp | 78.8%-19.7pp | 68.1%-9.0pp |
| Annual return | 0.00% | 1.47%-1.5pp | 10.68%-10.7pp | 4.54%-4.5pp |
| Employer contribution / active EE | $1,036 | $1,735-40.3% | $3,587-71.1% | $1,882-44.9% |
| Participant deferral / active EE | $1,886 | $3,040-38.0% | $4,320-56.4% | $3,022-37.6% |
| Admin fee / account holder | $18 | $546-96.8% | $6,269-99.7% | $592-97.0% |