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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.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,007 | $51,226-90.2% | $82,744-93.9% | $66,938-92.5% |
| Participation rate | 47.4% | 67.9%-20.5pp | 72.6%-25.2pp | 69.8%-22.4pp |
| Annual return | -13.53% | -9.61%-3.9pp | 702.22%-715.7pp | 1.58%-15.1pp |
| Employer contribution / active EE | $135 | $2,612-94.8% | $3,008-95.5% | $2,545-94.7% |
| Participant deferral / active EE | $1,272 | $3,460-63.2% | $4,395-71.1% | $4,238-70.0% |
| Admin fee / account holder | $1 | $416-99.9% | $5,325-100.0% | $594-99.9% |