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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 | $20,933 | $53,412-60.8% | $68,509-69.4% | $52,331-60.0% |
| Participation rate | 66.4% | 71.7%-5.2pp | 74.7%-8.3pp | 68.1%-1.7pp |
| Annual return | -0.54% | 3.42%-4.0pp | 8.27%-8.8pp | 4.54%-5.1pp |
| Employer contribution / active EE | $712 | $1,607-55.7% | $2,278-68.7% | $1,882-62.2% |
| Participant deferral / active EE | $1,147 | $2,688-57.3% | $3,382-66.1% | $3,022-62.1% |
| Admin fee / account holder | $28 | $461-93.9% | $5,275-99.5% | $592-95.2% |