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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,363 | $89,652-78.4% | $141,197-86.3% | $65,186-70.3% |
| Participation rate | 36.4% | 74.7%-38.3pp | 82.5%-46.0pp | 70.2%-33.8pp |
| Annual return | 24.65% | 32.79%-8.1pp | 71.41%-46.8pp | 29.39%-4.7pp |
| Employer contribution / active EE | $411 | $3,065-86.6% | $4,736-91.3% | $2,177-81.1% |
| Participant deferral / active EE | $2,802 | $5,691-50.8% | $6,710-58.2% | $3,514-20.3% |
| Admin fee / account holder | $15 | $569-97.4% | $10,265-99.9% | $847-98.2% |