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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 | $19,056 | $86,341-77.9% | $125,195-84.8% | $65,186-70.8% |
| Participation rate | 25.5% | 75.3%-49.8pp | 79.8%-54.3pp | 70.2%-44.7pp |
| Annual return | 21.23% | 27.44%-6.2pp | 43.79%-22.6pp | 29.39%-8.2pp |
| Employer contribution / active EE | $0 | $2,040-100.0% | $3,866-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,092 | $3,538-69.2% | $4,937-77.9% | $3,514-68.9% |
| Admin fee / account holder | $271 | $609-55.6% | $9,704-97.2% | $847-68.0% |