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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $23,341 | $52,967-55.9% | $172,753-86.5% | $65,186-64.2% |
| Participation rate | 60.4% | 66.2%-5.7pp | 82.6%-22.2pp | 70.2%-9.8pp |
| Annual return | 4.26% | 30.12%-25.9pp | 803.00%-798.7pp | 29.39%-25.1pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,144-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,624 | $2,471-34.3% | $5,198-68.8% | $3,514-53.8% |
| Admin fee / account holder | $52 | $472-89.0% | $13,956-99.6% | $847-93.9% |