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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $22,257 | $52,967-58.0% | $172,753-87.1% | $65,186-65.9% |
| Participation rate | 52.2% | 66.2%-14.0pp | 82.6%-30.5pp | 70.2%-18.0pp |
| Annual return | 18.49% | 30.12%-11.6pp | 803.00%-784.5pp | 29.39%-10.9pp |
| Employer contribution / active EE | $541 | $2,190-75.3% | $5,144-89.5% | $2,177-75.1% |
| Participant deferral / active EE | $3,462 | $2,471+40.1% | $5,198-33.4% | $3,514-1.5% |
| Admin fee / account holder | $14 | $472-97.0% | $13,956-99.9% | $847-98.3% |