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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 | $3,602 | $37,044-90.3% | $71,796-95.0% | $57,658-93.8% |
| Participation rate | 12.3% | 61.1%-48.8pp | 69.1%-56.8pp | 70.2%-57.9pp |
| Annual return | 0.00% | 12.64%-12.6pp | 78.04%-78.0pp | 5.13%-5.1pp |
| Employer contribution / active EE | $0 | $720-100.0% | $1,924-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $493 | $1,974-75.0% | $2,794-82.4% | $3,061-83.9% |
| Admin fee / account holder | $4 | $101-96.3% | $4,815-99.9% | $95-96.0% |