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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 | $39,406 | $52,961-25.6% | $172,755-77.2% | $65,185-39.5% |
| Participation rate | 51.4% | 66.2%-14.8pp | 82.6%-31.2pp | 70.2%-18.8pp |
| Annual return | 20.72% | 30.12%-9.4pp | 802.94%-782.2pp | 29.38%-8.7pp |
| Employer contribution / active EE | $244 | $2,190-88.8% | $5,144-95.3% | $2,177-88.8% |
| Participant deferral / active EE | $1,942 | $2,471-21.4% | $5,198-62.6% | $3,514-44.7% |
| Admin fee / account holder | $25 | $472-94.7% | $13,955-99.8% | $847-97.1% |