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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 | $7,212 | $36,916-80.5% | $156,551-95.4% | $57,658-87.5% |
| Participation rate | 62.8% | 63.4%-0.6pp | 84.0%-21.2pp | 70.2%-7.4pp |
| Annual return | 21.92% | 12.38%+9.5pp | 32.23%-10.3pp | 5.13%+16.8pp |
| Employer contribution / active EE | $146 | $1,571-90.7% | $5,501-97.3% | $1,974-92.6% |
| Participant deferral / active EE | $1,189 | $1,926-38.3% | $4,871-75.6% | $3,061-61.2% |
| Admin fee / account holder | $29 | $82-64.7% | $13,028-99.8% | $95-69.2% |