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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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $5,694 | $84,948-93.3% | $70,462-91.9% | $73,412-92.2% |
| Participation rate | 23.3% | 79.9%-56.6pp | 75.1%-51.7pp | 72.2%-48.9pp |
| Annual return | 21.89% | 13.39%+8.5pp | 109.08%-87.2pp | 59.30%-37.4pp |
| Employer contribution / active EE | $0 | $2,834-100.0% | $2,737-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $628 | $3,387-81.5% | $3,710-83.1% | $3,806-83.5% |
| Admin fee / account holder | $2 | $98-98.0% | $3,845-99.9% | $158-98.7% |