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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 | $9,471 | $33,067-71.4% | $76,518-87.6% | $56,287-83.2% |
| Participation rate | 58.1% | 55.4%+2.7pp | 68.0%-9.9pp | 69.9%-11.8pp |
| Annual return | -8.30% | 2.72%-11.0pp | -0.27%-8.0pp | -9.96%+1.7pp |
| Employer contribution / active EE | $2,297 | $1,200+91.4% | $2,647-13.2% | $2,111+8.8% |
| Participant deferral / active EE | $51 | $2,240-97.7% | $3,836-98.7% | $3,350-98.5% |
| Admin fee / account holder | $21 | $537-96.1% | $4,849-99.6% | $521-96.0% |