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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 | $50,393 | $37,044+36.0% | $71,796-29.8% | $57,658-12.6% |
| Participation rate | 18.9% | 61.1%-42.2pp | 69.1%-50.2pp | 70.2%-51.3pp |
| Annual return | 1.74% | 12.64%-10.9pp | 78.04%-76.3pp | 5.13%-3.4pp |
| Employer contribution / active EE | $0 | $720-100.0% | $1,924-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,770 | $1,974-10.3% | $2,794-36.7% | $3,061-42.2% |
| Admin fee / account holder | $22 | $101-78.4% | $4,815-99.5% | $95-76.9% |