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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 | $29,284 | $89,652-67.3% | $141,191-79.3% | $65,185-55.1% |
| Participation rate | 67.9% | 74.7%-6.8pp | 82.5%-14.6pp | 70.2%-2.3pp |
| Annual return | 35.97% | 32.79%+3.2pp | 71.41%-35.4pp | 29.38%+6.6pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,736-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $5,876 | $5,691+3.3% | $6,710-12.4% | $3,514+67.2% |
| Admin fee / account holder | $79 | $569-86.1% | $10,264-99.2% | $847-90.7% |