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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).
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 | $3,946 | $42,548-90.7% | $74,549-94.7% | $56,287-93.0% |
| Participation rate | 21.9% | 60.5%-38.6pp | 69.1%-47.2pp | 69.9%-48.0pp |
| Annual return | 0.00% | 12.40%-12.4pp | 32.53%-32.5pp | -9.96%+10.0pp |
| Employer contribution / active EE | $0 | $855-100.0% | $1,961-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,031 | $2,277-54.7% | $3,108-66.8% | $3,350-69.2% |
| Admin fee / account holder | $19 | $467-95.9% | $5,059-99.6% | $521-96.3% |