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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 | $16,889 | $66,601-74.6% | $92,909-81.8% | $67,579-75.0% |
| Participation rate | 63.6% | 72.5%-8.9pp | 76.0%-12.4pp | 71.3%-7.7pp |
| Annual return | 16.75% | 92.58%-75.8pp | 109.44%-92.7pp | 378.56%-361.8pp |
| Employer contribution / active EE | $2,953 | $2,775+6.4% | $3,653-19.2% | $2,148+37.5% |
| Participant deferral / active EE | $737 | $3,157-76.6% | $4,238-82.6% | $3,539-79.2% |
| Admin fee / account holder | $200 | $199+0.4% | $5,795-96.6% | $142+40.4% |