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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 | $8,240 | $64,909-87.3% | $82,312-90.0% | $62,293-86.8% |
| Participation rate | 35.5% | 74.9%-39.3pp | 76.9%-41.4pp | 69.5%-34.0pp |
| Annual return | 21.93% | 21.18%+0.7pp | 25.88%-4.0pp | 28.90%-7.0pp |
| Employer contribution / active EE | $0 | $1,676-100.0% | $2,428-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,304 | $3,103-58.0% | $3,706-64.8% | $3,169-58.9% |
| Admin fee / account holder | $29 | $440-93.5% | $5,608-99.5% | $479-94.1% |