Tessa Prescott is on pace to miss about $1,707 of employer match this year

Tessa Prescott · Mass Affluent · 30-39 · Columbus, OH · Advisor Sam Kowalczyk

Why it fired

Contributing about 1.9% of pay against a 6% match. On pace for $14,502 this year, $3,415 under what the full match needs.

Rule: A paycheck's 401(k) contribution falls under the employer match rate, leaving $1K or more of match unclaimed this year.

401(k) contributions this year, by month

Evidence (4)

Accenture plan contribution
Jul 25, 2026 · Principal 401(k)
+$859
Accenture plan contribution
Aug 8, 2026 · Principal 401(k)
+$859
Accenture plan contribution
Aug 22, 2026 · Principal 401(k)
+$147
Accenture Payroll
Aug 22, 2026 · Capital One checking account
+$5,188

Every number above comes from the synthetic data that triggered this signal.

Suggested next step

Have a contribution increase conversation

“Tessa, a small change could be worth real money: raising your 401(k) contribution to 6% would capture your full employer match. Want to walk through it?”

A prompt for a conversation, not financial advice.

Status: Sent to CRM · Payload delivered to the demo CRM preview.

Done. Nothing left to do here.

View profile

401(k) Rollover
Tessa Prescott's Salesforce 401(k) has had no contributions for 90 days
1d agoNew$140.5K
$140.5K
Income Change
Tessa Prescott has a new recurring deposit of $6,400 from Rental income: Oak St property
1d agoNew$76.8K
$76.8K

Contributing about 1.9% of pay against a 6% match. On pace for $14,502 this year, $3,415 under what the full match needs.

Have a contribution increase conversation

More for Tessa Prescott

Contributing about 1.9% of pay against a 6% match. On pace for $14,502 this year, $3,415 under what the full match needs.

Have a contribution increase conversation

More for Tessa Prescott