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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.
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 | $5,639 | $58,888-90.4% | $178,499-96.8% | $73,493-92.3% |
| Participation rate | 23.4% | 66.2%-42.8pp | 81.9%-58.5pp | 70.7%-47.3pp |
| Annual return | 0.00% | 24.86%-24.9pp | 151.10%-151.1pp | 28.51%-28.5pp |
| Employer contribution / active EE | $107 | $2,236-95.2% | $5,011-97.9% | $2,270-95.3% |
| Participant deferral / active EE | $1,007 | $2,568-60.8% | $5,202-80.6% | $3,740-73.1% |
| Admin fee / account holder | $11 | $400-97.1% | $13,986-99.9% | $513-97.8% |