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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).
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 | $16,872 | $155,795-89.2% | $136,297-87.6% | $69,631-75.8% |
| Participation rate | 34.6% | 75.2%-40.6pp | 81.9%-47.3pp | 70.7%-36.1pp |
| Annual return | 16.47% | 232464.33%-232447.9pp | 5156.19%-5139.7pp | 27571.02%-27554.6pp |
| Employer contribution / active EE | $360 | $2,991-88.0% | $4,696-92.3% | $2,032-82.3% |
| Participant deferral / active EE | $2,927 | $5,394-45.7% | $6,247-53.1% | $3,224-9.2% |
| Admin fee / account holder | $13 | $128-89.6% | $9,244-99.9% | $110-87.9% |