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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $5,627 | $33,120-83.0% | $40,757-86.2% | $59,633-90.6% |
| Participation rate | 39.6% | 70.7%-31.1pp | 79.3%-39.7pp | 68.7%-29.1pp |
| Annual return | 1.60% | 1.43%+0.2pp | -0.50%+2.1pp | 2041.45%-2039.9pp |
| Employer contribution / active EE | $405 | $2,119-80.9% | $3,004-86.5% | $2,203-81.6% |
| Participant deferral / active EE | $535 | $2,513-78.7% | $3,485-84.6% | $3,192-83.2% |
| Admin fee / account holder | $0 | $2,449-100.0% | $4,272-100.0% | $4,297-100.0% |