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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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $63,621 | $44,229+43.8% | $155,789-59.2% | $55,191+15.3% |
| Participation rate | 16.7% | 60.8%-44.1pp | 76.1%-59.4pp | 69.2%-52.5pp |
| Annual return | -3.26% | 0.37%-3.6pp | 71.54%-74.8pp | 10.78%-14.0pp |
| Employer contribution / active EE | $0 | $1,317-100.0% | $3,839-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $1,436 | $2,851-49.6% | $4,798-70.1% | $3,046-52.9% |
| Admin fee / account holder | $23 | $86-73.6% | $7,477-99.7% | $91-74.9% |