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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,053 | $84,940-79.9% | $111,306-84.7% | $79,389-78.5% |
| Participation rate | 16.0% | 75.9%-59.9pp | 77.3%-61.3pp | 70.7%-54.7pp |
| Annual return | 16.72% | 17.45%-0.7pp | 54.67%-38.0pp | 116.89%-100.2pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,732-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $647 | $3,889-83.4% | $4,488-85.6% | $4,046-84.0% |
| Admin fee / account holder | $73 | $537-86.5% | $7,966-99.1% | $626-88.4% |