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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 | $27,566 | $47,977-42.5% | $154,108-82.1% | $56,289-51.0% |
| Participation rate | 15.8% | 66.2%-50.3pp | 83.0%-67.2pp | 69.9%-54.0pp |
| Annual return | -3.15% | 3.54%-6.7pp | 735.21%-738.4pp | -9.96%+6.8pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $944 | $2,392-60.5% | $5,081-81.4% | $3,350-71.8% |
| Admin fee / account holder | $242 | $438-44.8% | $13,411-98.2% | $521-53.6% |