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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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $10,366 | $46,173-77.5% | $170,435-93.9% | $69,631-85.1% |
| Participation rate | 17.8% | 63.9%-46.1pp | 83.6%-65.8pp | 70.7%-52.9pp |
| Annual return | 19.16% | 21.62%-2.5pp | 205.94%-186.8pp | 27571.02%-27551.9pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,432-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $300 | $2,080-85.6% | $4,939-93.9% | $3,224-90.7% |
| Admin fee / account holder | $168 | $116+45.0% | $13,881-98.8% | $110+52.2% |