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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 | $13,018 | $80,753-83.9% | $136,298-90.4% | $62,293-79.1% |
| Participation rate | 50.5% | 73.5%-23.1pp | 81.9%-31.4pp | 69.5%-19.0pp |
| Annual return | 0.00% | 35.83%-35.8pp | 5156.27%-5156.3pp | 28.90%-28.9pp |
| Employer contribution / active EE | $1,418 | $2,884-50.8% | $4,696-69.8% | $2,042-30.6% |
| Participant deferral / active EE | $2,324 | $5,164-55.0% | $6,247-62.8% | $3,169-26.7% |
| Admin fee / account holder | $59 | $525-88.8% | $9,244-99.4% | $479-87.7% |