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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.
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 | $9,463 | $39,948-76.3% | $89,414-89.4% | $73,412-87.1% |
| Participation rate | 5.4% | 50.4%-45.0pp | 68.0%-62.6pp | 72.2%-66.8pp |
| Annual return | 51.93% | 50.12%+1.8pp | 245.50%-193.6pp | 59.30%-7.4pp |
| Employer contribution / active EE | $0 | $1,200-100.0% | $2,586-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $119 | $2,193-94.6% | $3,890-96.9% | $3,806-96.9% |
| Admin fee / account holder | $62 | $134-53.9% | $4,883-98.7% | $158-60.9% |