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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 | $22,312 | $65,376-65.9% | $87,104-74.4% | $65,185-65.8% |
| Participation rate | 45.2% | 75.3%-30.1pp | 76.9%-31.7pp | 70.2%-25.0pp |
| Annual return | 23.54% | 31.27%-7.7pp | 28.19%-4.7pp | 29.38%-5.8pp |
| Employer contribution / active EE | $0 | $1,822-100.0% | $2,521-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $925 | $3,388-72.7% | $4,048-77.1% | $3,514-73.7% |
| Admin fee / account holder | $27 | $520-94.8% | $7,491-99.6% | $847-96.8% |