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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 | $10,000 | $38,925-74.3% | $73,835-86.5% | $55,191-81.9% |
| Participation rate | 53.3% | 66.0%-12.8pp | 73.4%-20.2pp | 69.2%-15.9pp |
| Annual return | 2.95% | 6.31%-3.4pp | 2268.13%-2265.2pp | 10.78%-7.8pp |
| Employer contribution / active EE | $462 | $1,695-72.7% | $2,788-83.4% | $1,899-75.7% |
| Participant deferral / active EE | $393 | $2,351-83.3% | $3,583-89.0% | $3,046-87.1% |
| Admin fee / account holder | $10 | $83-87.5% | $4,880-99.8% | $91-88.6% |