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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.
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 | $17,855 | $46,173-61.3% | $170,435-89.5% | $69,631-74.4% |
| Participation rate | 17.1% | 63.9%-46.8pp | 83.6%-66.5pp | 70.7%-53.6pp |
| Annual return | 20.42% | 21.62%-1.2pp | 205.94%-185.5pp | 27571.02%-27550.6pp |
| Employer contribution / active EE | $38 | $1,610-97.7% | $5,432-99.3% | $2,032-98.1% |
| Participant deferral / active EE | $624 | $2,080-70.0% | $4,939-87.4% | $3,224-80.6% |
| Admin fee / account holder | $30 | $116-73.8% | $13,881-99.8% | $110-72.5% |