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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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,943 | $45,119-71.3% | $85,126-84.8% | $74,429-82.6% |
| Participation rate | 31.9% | 49.4%-17.4pp | 67.5%-35.6pp | 67.2%-35.3pp |
| Annual return | 11.32% | 26.28%-15.0pp | 66.63%-55.3pp | 1368.38%-1357.1pp |
| Employer contribution / active EE | $3 | $1,460-99.8% | $2,731-99.9% | $2,625-99.9% |
| Participant deferral / active EE | $1,674 | $2,738-38.9% | $4,523-63.0% | $4,348-61.5% |
| Admin fee / account holder | $65 | $2,214-97.1% | $6,160-99.0% | $1,944-96.7% |