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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.
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 | $14,872 | $38,365-61.2% | $84,628-82.4% | $65,185-77.2% |
| Participation rate | 59.5% | 55.7%+3.8pp | 68.2%-8.7pp | 70.2%-10.7pp |
| Annual return | 25.27% | 32.00%-6.7pp | 258.80%-233.5pp | 29.38%-4.1pp |
| Employer contribution / active EE | $2,466 | $1,258+95.9% | $2,653-7.1% | $2,177+13.3% |
| Participant deferral / active EE | $29 | $2,278-98.7% | $3,900-99.3% | $3,514-99.2% |
| Admin fee / account holder | $26 | $451-94.3% | $4,914-99.5% | $847-97.0% |