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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 | $4,125 | $47,977-91.4% | $154,108-97.3% | $56,289-92.7% |
| Participation rate | 39.0% | 66.2%-27.2pp | 83.0%-44.0pp | 69.9%-30.8pp |
| Annual return | 0.00% | 3.54%-3.5pp | 735.21%-735.2pp | -9.96%+10.0pp |
| Employer contribution / active EE | $819 | $2,169-62.2% | $5,298-84.5% | $2,111-61.2% |
| Participant deferral / active EE | $821 | $2,392-65.7% | $5,081-83.9% | $3,350-75.5% |
| Admin fee / account holder | $0 | $438-100.0% | $13,411-100.0% | $521-100.0% |