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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 | $4,799 | $31,109-84.6% | $67,704-92.9% | $52,331-90.8% |
| Participation rate | 48.3% | 54.0%-5.7pp | 67.5%-19.3pp | 68.1%-19.8pp |
| Annual return | -0.40% | 23.70%-24.1pp | 25.41%-25.8pp | 4.54%-4.9pp |
| Employer contribution / active EE | $368 | $1,076-65.8% | $2,559-85.6% | $1,882-80.4% |
| Participant deferral / active EE | $245 | $1,970-87.6% | $3,585-93.2% | $3,022-91.9% |
| Admin fee / account holder | $57 | $466-87.8% | $4,255-98.7% | $592-90.4% |