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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 | $11,780 | $52,467-77.5% | $57,183-79.4% | $55,167-78.6% |
| Participation rate | 68.5% | 75.8%-7.4pp | 75.3%-6.9pp | 69.0%-0.5pp |
| Annual return | 7.99% | 7.72%+0.3pp | 14.59%-6.6pp | 169.23%-161.2pp |
| Employer contribution / active EE | $1,600 | $2,477-35.4% | $2,682-40.4% | $1,963-18.5% |
| Participant deferral / active EE | $1,006 | $2,830-64.5% | $3,096-67.5% | $3,054-67.1% |
| Admin fee / account holder | $30 | $269-88.9% | $3,139-99.0% | $504-94.1% |