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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 | $15,397 | $88,324-82.6% | $115,038-86.6% | $55,191-72.1% |
| Participation rate | 57.5% | 72.5%-15.1pp | 81.4%-23.9pp | 69.2%-11.7pp |
| Annual return | 1.12% | 6.30%-5.2pp | 26.14%-25.0pp | 10.78%-9.7pp |
| Employer contribution / active EE | $364 | $2,805-87.0% | $4,608-92.1% | $1,899-80.8% |
| Participant deferral / active EE | $3,134 | $5,042-37.8% | $6,026-48.0% | $3,046+2.9% |
| Admin fee / account holder | $7 | $105-93.6% | $8,175-99.9% | $91-92.5% |