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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 | $10,107 | $71,192-85.8% | $117,861-91.4% | $62,293-83.8% |
| Participation rate | 37.9% | 74.2%-36.3pp | 79.7%-41.7pp | 69.5%-31.6pp |
| Annual return | 17.03% | 18.66%-1.6pp | 335.11%-318.1pp | 28.90%-11.9pp |
| Employer contribution / active EE | $543 | $1,934-71.9% | $3,786-85.7% | $2,042-73.4% |
| Participant deferral / active EE | $789 | $3,189-75.2% | $4,482-82.4% | $3,169-75.1% |
| Admin fee / account holder | $60 | $587-89.7% | $8,021-99.2% | $479-87.4% |