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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.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,867 | $74,706-68.1% | $75,714-68.5% | $79,391-69.9% |
| Participation rate | 43.0% | 75.3%-32.4pp | 74.8%-31.8pp | 70.7%-27.7pp |
| Annual return | 12.96% | 18.52%-5.6pp | 104.62%-91.7pp | 116.88%-103.9pp |
| Employer contribution / active EE | $521 | $2,590-79.9% | $2,744-81.0% | $2,428-78.6% |
| Participant deferral / active EE | $1,486 | $3,533-57.9% | $3,820-61.1% | $4,046-63.3% |
| Admin fee / account holder | $24 | $374-93.6% | $3,619-99.3% | $627-96.2% |