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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $12,014 | $50,637-76.3% | $86,582-86.1% | $62,293-80.7% |
| Participation rate | 43.5% | 67.9%-24.4pp | 73.5%-30.0pp | 69.5%-26.0pp |
| Annual return | 24.82% | 20.80%+4.0pp | 965.08%-940.3pp | 28.90%-4.1pp |
| Employer contribution / active EE | $696 | $2,075-66.5% | $2,839-75.5% | $2,042-65.9% |
| Participant deferral / active EE | $1,375 | $2,611-47.3% | $3,609-61.9% | $3,169-56.6% |
| Admin fee / account holder | $14 | $413-96.6% | $4,904-99.7% | $479-97.0% |