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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 | $21,106 | $52,467-59.8% | $57,196-63.1% | $55,167-61.7% |
| Participation rate | 32.9% | 75.8%-42.9pp | 75.3%-42.4pp | 69.0%-36.0pp |
| Annual return | 8.02% | 7.72%+0.3pp | 14.59%-6.6pp | 169.23%-161.2pp |
| Employer contribution / active EE | $296 | $2,477-88.0% | $2,683-89.0% | $1,963-84.9% |
| Participant deferral / active EE | $1,049 | $2,830-62.9% | $3,096-66.1% | $3,054-65.6% |
| Admin fee / account holder | $18 | $269-93.1% | $3,141-99.4% | $504-96.3% |