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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 | $56,331 | $64,909-13.2% | $82,312-31.6% | $62,293-9.6% |
| Participation rate | 53.3% | 74.9%-21.5pp | 76.9%-23.6pp | 69.5%-16.2pp |
| Annual return | 24.07% | 21.18%+2.9pp | 25.88%-1.8pp | 28.90%-4.8pp |
| Employer contribution / active EE | $76 | $1,676-95.4% | $2,428-96.9% | $2,042-96.3% |
| Participant deferral / active EE | $7,739 | $3,103+149.4% | $3,706+108.8% | $3,169+144.2% |
| Admin fee / account holder | $29 | $440-93.5% | $5,608-99.5% | $479-94.0% |