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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.
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 | $19,066 | $58,888-67.6% | $178,499-89.3% | $73,493-74.1% |
| Participation rate | 47.9% | 66.2%-18.3pp | 81.9%-34.0pp | 70.7%-22.8pp |
| Annual return | 16.10% | 24.86%-8.8pp | 151.10%-135.0pp | 28.51%-12.4pp |
| Employer contribution / active EE | $432 | $2,236-80.7% | $5,011-91.4% | $2,270-81.0% |
| Participant deferral / active EE | $647 | $2,568-74.8% | $5,202-87.6% | $3,740-82.7% |
| Admin fee / account holder | $64 | $400-83.9% | $13,986-99.5% | $513-87.5% |