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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).
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 | $2,402 | $35,986-93.3% | $77,513-96.9% | $73,493-96.7% |
| Participation rate | 28.5% | 40.8%-12.3pp | 54.2%-25.7pp | 70.7%-42.2pp |
| Annual return | 0.00% | 19.26%-19.3pp | 54.81%-54.8pp | 28.51%-28.5pp |
| Employer contribution / active EE | $113 | $557-79.7% | $987-88.6% | $2,270-95.0% |
| Participant deferral / active EE | $631 | $1,198-47.3% | $1,861-66.1% | $3,740-83.1% |
| Admin fee / account holder | $34 | $466-92.8% | $2,859-98.8% | $513-93.5% |