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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,619 | $44,989-87.5% | $170,435-96.7% | $77,958-92.8% |
| Participation rate | 8.3% | 64.6%-56.3pp | 83.6%-75.3pp | 71.6%-63.3pp |
| Annual return | 19.01% | 19.61%-0.6pp | 205.94%-186.9pp | 20.87%-1.9pp |
| Employer contribution / active EE | $0 | $1,466-100.0% | $5,432-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $175 | $2,208-92.1% | $4,939-96.5% | $3,537-95.1% |
| Admin fee / account holder | $56 | $69-19.1% | $13,881-99.6% | $97-42.7% |