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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).
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,548 | $55,453-88.2% | $170,435-96.2% | $62,293-89.5% |
| Participation rate | 69.6% | 66.4%+3.2pp | 83.6%-14.0pp | 69.5%+0.1pp |
| Annual return | 16.59% | 21.38%-4.8pp | 205.94%-189.3pp | 28.90%-12.3pp |
| Employer contribution / active EE | $404 | $2,164-81.3% | $5,432-92.6% | $2,042-80.2% |
| Participant deferral / active EE | $548 | $2,303-76.2% | $4,939-88.9% | $3,169-82.7% |
| Admin fee / account holder | $12 | $455-97.4% | $13,881-99.9% | $479-97.5% |