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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 | $12,666 | $50,666-75.0% | $76,667-83.5% | $65,186-80.6% |
| Participation rate | 17.1% | 68.8%-51.7pp | 72.1%-55.0pp | 70.2%-53.1pp |
| Annual return | 26.05% | 28.51%-2.5pp | 1166.74%-1140.7pp | 29.39%-3.3pp |
| Employer contribution / active EE | $0 | $1,575-100.0% | $2,303-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $622 | $2,647-76.5% | $3,336-81.3% | $3,514-82.3% |
| Admin fee / account holder | $95 | $463-79.5% | $6,423-98.5% | $847-88.8% |