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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).
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 | $2,681 | $44,873-94.0% | $79,466-96.6% | $56,287-95.2% |
| Participation rate | 24.9% | 68.7%-43.9pp | 73.3%-48.5pp | 69.9%-45.0pp |
| Annual return | -0.12% | 0.81%-0.9pp | 718.28%-718.4pp | -9.96%+9.8pp |
| Employer contribution / active EE | $0 | $2,140-100.0% | $2,800-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $679 | $2,746-75.3% | $3,704-81.7% | $3,350-79.7% |
| Admin fee / account holder | $21 | $418-94.9% | $5,104-99.6% | $521-95.9% |