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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.
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 | $23,143 | $51,620-55.2% | $90,324-74.4% | $65,186-64.5% |
| Participation rate | 35.4% | 68.6%-33.2pp | 73.3%-37.8pp | 70.2%-34.8pp |
| Annual return | 19.58% | 24.94%-5.4pp | 78.15%-58.6pp | 29.39%-9.8pp |
| Employer contribution / active EE | $629 | $2,235-71.9% | $2,856-78.0% | $2,177-71.1% |
| Participant deferral / active EE | $581 | $2,871-79.8% | $3,885-85.0% | $3,514-83.5% |
| Admin fee / account holder | $159 | $384-58.7% | $5,356-97.0% | $847-81.3% |