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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 | $7,201 | $46,423-84.5% | $75,894-90.5% | $67,579-89.3% |
| Participation rate | 32.5% | 63.1%-30.5pp | 69.3%-36.8pp | 71.3%-38.8pp |
| Annual return | 23.46% | 32.29%-8.8pp | 30.76%-7.3pp | 378.56%-355.1pp |
| Employer contribution / active EE | $305 | $1,406-78.3% | $2,501-87.8% | $2,148-85.8% |
| Participant deferral / active EE | $610 | $2,564-76.2% | $3,603-83.1% | $3,539-82.8% |
| Admin fee / account holder | $20 | $132-84.5% | $5,420-99.6% | $142-85.7% |