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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,944 | $43,133-79.3% | $89,414-90.0% | $73,493-87.8% |
| Participation rate | 38.3% | 55.0%-16.7pp | 68.0%-29.7pp | 70.7%-32.4pp |
| Annual return | 17.80% | 135.66%-117.9pp | 245.50%-227.7pp | 28.51%-10.7pp |
| Employer contribution / active EE | $0 | $1,438-100.0% | $2,586-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $514 | $2,445-79.0% | $3,890-86.8% | $3,740-86.3% |
| Admin fee / account holder | $82 | $444-81.6% | $4,883-98.3% | $513-84.1% |