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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.
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 | $25,508 | $55,453-54.0% | $170,435-85.0% | $62,293-59.1% |
| Participation rate | 3.4% | 66.4%-63.0pp | 83.6%-80.2pp | 69.5%-66.1pp |
| Annual return | 0.00% | 21.38%-21.4pp | 205.94%-205.9pp | 28.90%-28.9pp |
| Employer contribution / active EE | $331 | $2,164-84.7% | $5,432-93.9% | $2,042-83.8% |
| Participant deferral / active EE | $382 | $2,303-83.4% | $4,939-92.3% | $3,169-88.0% |
| Admin fee / account holder | $27 | $455-94.1% | $13,881-99.8% | $479-94.4% |