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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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,074 | $56,540-92.8% | $185,849-97.8% | $86,821-95.3% |
| Participation rate | 57.3% | 65.5%-8.2pp | 81.7%-24.4pp | 72.3%-15.0pp |
| Annual return | 14.44% | 118.20%-103.8pp | 122.10%-107.7pp | 97.94%-83.5pp |
| Employer contribution / active EE | $308 | $1,844-83.3% | $5,169-94.0% | $2,406-87.2% |
| Participant deferral / active EE | $1,092 | $2,555-57.3% | $5,569-80.4% | $4,132-73.6% |
| Admin fee / account holder | $34 | $150-77.6% | $16,244-99.8% | $170-80.2% |