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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 | $7,122 | $55,453-87.2% | $170,435-95.8% | $62,293-88.6% |
| Participation rate | 6.5% | 66.4%-59.9pp | 83.6%-77.1pp | 69.5%-63.0pp |
| Annual return | 12.91% | 21.38%-8.5pp | 205.94%-193.0pp | 28.90%-16.0pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,432-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $250 | $2,303-89.1% | $4,939-94.9% | $3,169-92.1% |
| Admin fee / account holder | $156 | $455-65.7% | $13,881-98.9% | $479-67.4% |