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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).
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 | $6,413 | $57,352-88.8% | $83,831-92.3% | $64,173-90.0% |
| Participation rate | 62.6% | 68.6%-6.0pp | 76.1%-13.5pp | 69.6%-6.9pp |
| Annual return | -8.58% | 11.38%-20.0pp | 850.99%-859.6pp | 7.63%-16.2pp |
| Employer contribution / active EE | $549 | $2,546-78.4% | $3,631-84.9% | $2,381-76.9% |
| Participant deferral / active EE | $1,130 | $2,993-62.3% | $4,082-72.3% | $3,470-67.4% |
| Admin fee / account holder | $70 | $4,046-98.3% | $5,479-98.7% | $4,887-98.6% |