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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 | $15,084 | $42,772-64.7% | $87,502-82.8% | $55,167-72.7% |
| Participation rate | 35.0% | 66.5%-31.5pp | 73.8%-38.9pp | 69.0%-34.0pp |
| Annual return | 7.47% | 21.20%-13.7pp | 12.21%-4.7pp | 169.23%-161.8pp |
| Employer contribution / active EE | $0 | $1,277-100.0% | $2,550-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $919 | $2,342-60.8% | $3,149-70.8% | $3,054-69.9% |
| Admin fee / account holder | $21 | $461-95.5% | $4,221-99.5% | $504-95.9% |