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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).
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 | $51,523 | $64,286-19.9% | $90,970-43.4% | $73,412-29.8% |
| Participation rate | 28.1% | 63.6%-35.5pp | 69.0%-40.9pp | 72.2%-44.1pp |
| Annual return | 14.77% | 21.46%-6.7pp | 134.60%-119.8pp | 59.30%-44.5pp |
| Employer contribution / active EE | $0 | $895-100.0% | $2,122-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $2,248 | $2,453-8.4% | $3,373-33.4% | $3,806-40.9% |
| Admin fee / account holder | $279 | $287-2.7% | $5,961-95.3% | $158+77.0% |