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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,232 | $63,924-76.2% | $108,582-86.0% | $55,167-72.4% |
| Participation rate | 25.0% | 74.3%-49.3pp | 79.6%-54.6pp | 69.0%-44.0pp |
| Annual return | 6.49% | 15.31%-8.8pp | -51.70%+58.2pp | 169.23%-162.7pp |
| Employer contribution / active EE | $509 | $1,879-72.9% | $3,758-86.5% | $1,963-74.1% |
| Participant deferral / active EE | $813 | $3,067-73.5% | $4,311-81.1% | $3,054-73.4% |
| Admin fee / account holder | $5 | $618-99.2% | $7,645-99.9% | $504-99.1% |