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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 | $8,270 | $49,138-83.2% | $84,020-90.2% | $65,185-87.3% |
| Participation rate | 20.8% | 60.7%-39.9pp | 69.0%-48.2pp | 70.2%-49.4pp |
| Annual return | 25.40% | 23.00%+2.4pp | 71.31%-45.9pp | 29.38%-4.0pp |
| Employer contribution / active EE | $0 | $914-100.0% | $1,984-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,086 | $2,397-54.7% | $3,239-66.5% | $3,514-69.1% |
| Admin fee / account holder | $23 | $543-95.8% | $6,101-99.6% | $847-97.3% |