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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 | $4,756 | $41,467-88.5% | $67,313-92.9% | $55,725-91.5% |
| Participation rate | 32.7% | 62.5%-29.8pp | 69.1%-36.4pp | 70.9%-38.2pp |
| Annual return | 26.81% | 0.82%+26.0pp | -4.08%+30.9pp | 244.93%-218.1pp |
| Employer contribution / active EE | $0 | $1,316-100.0% | $2,566-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $491 | $2,399-79.5% | $3,568-86.2% | $3,356-85.4% |
| Admin fee / account holder | $17 | $102-83.3% | $4,507-99.6% | $115-85.2% |