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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).
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 | $19,471 | $63,905-69.5% | $74,184-73.8% | $57,658-66.2% |
| Participation rate | 50.4% | 79.8%-29.3pp | 76.6%-26.2pp | 70.2%-19.8pp |
| Annual return | 13.16% | 60.60%-47.4pp | 17.74%-4.6pp | 5.13%+8.0pp |
| Employer contribution / active EE | $0 | $1,840-100.0% | $2,370-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,862 | $3,448-46.0% | $3,550-47.5% | $3,061-39.2% |
| Admin fee / account holder | $15 | $91-83.5% | $5,586-99.7% | $95-84.1% |