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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.
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 | $18,912 | $47,977-60.6% | $154,114-87.7% | $56,287-66.4% |
| Participation rate | 27.8% | 66.2%-38.4pp | 83.0%-55.2pp | 69.9%-42.0pp |
| Annual return | -6.67% | 3.54%-10.2pp | 735.16%-741.8pp | -9.96%+3.3pp |
| Employer contribution / active EE | $165 | $2,169-92.4% | $5,298-96.9% | $2,111-92.2% |
| Participant deferral / active EE | $2,176 | $2,392-9.0% | $5,081-57.2% | $3,350-35.0% |
| Admin fee / account holder | $7 | $438-98.5% | $13,411-99.9% | $521-98.7% |