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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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $22,319 | $75,183-70.3% | $123,894-82.0% | $55,167-59.5% |
| Participation rate | 28.1% | 72.8%-44.8pp | 81.4%-53.3pp | 69.0%-40.9pp |
| Annual return | 15.53% | 19.01%-3.5pp | 47.52%-32.0pp | 169.23%-153.7pp |
| Employer contribution / active EE | $604 | $2,823-78.6% | $4,617-86.9% | $1,963-69.2% |
| Participant deferral / active EE | $1,710 | $5,084-66.4% | $5,984-71.4% | $3,054-44.0% |
| Admin fee / account holder | $127 | $663-80.8% | $8,357-98.5% | $504-74.8% |