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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 | $18,138 | $51,769-65.0% | $57,356-68.4% | $52,331-65.3% |
| Participation rate | 37.6% | 75.2%-37.7pp | 75.1%-37.5pp | 68.1%-30.5pp |
| Annual return | -0.36% | 2.43%-2.8pp | 24.41%-24.8pp | 4.54%-4.9pp |
| Employer contribution / active EE | $366 | $2,335-84.3% | $2,689-86.4% | $1,882-80.5% |
| Participant deferral / active EE | $1,165 | $2,794-58.3% | $3,162-63.1% | $3,022-61.4% |
| Admin fee / account holder | $32 | $295-89.3% | $3,357-99.1% | $592-94.7% |