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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.
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 | $14,117 | $52,967-73.3% | $172,753-91.8% | $65,186-78.3% |
| Participation rate | 67.4% | 66.2%+1.2pp | 82.6%-15.2pp | 70.2%-2.8pp |
| Annual return | 21.51% | 30.12%-8.6pp | 803.00%-781.5pp | 29.39%-7.9pp |
| Employer contribution / active EE | $749 | $2,190-65.8% | $5,144-85.4% | $2,177-65.6% |
| Participant deferral / active EE | $0 | $2,471-100.0% | $5,198-100.0% | $3,514-100.0% |
| Admin fee / account holder | $202 | $472-57.2% | $13,956-98.6% | $847-76.1% |