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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 | $9,575 | $47,977-80.0% | $154,108-93.8% | $56,289-83.0% |
| Participation rate | 69.2% | 66.2%+3.0pp | 83.0%-13.9pp | 69.9%-0.7pp |
| Annual return | 14.18% | 3.54%+10.6pp | 735.21%-721.0pp | -9.96%+24.1pp |
| Employer contribution / active EE | $374 | $2,169-82.8% | $5,298-92.9% | $2,111-82.3% |
| Participant deferral / active EE | $548 | $2,392-77.1% | $5,081-89.2% | $3,350-83.7% |
| Admin fee / account holder | $25 | $438-94.2% | $13,411-99.8% | $521-95.1% |