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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,552 | $46,332-75.1% | $143,797-92.0% | $64,824-82.2% |
| Participation rate | 22.3% | 64.2%-42.0pp | 80.3%-58.1pp | 71.5%-49.2pp |
| Annual return | 70.54% | -10.05%+80.6pp | -0.04%+70.6pp | 32.84%+37.7pp |
| Employer contribution / active EE | $18 | $1,911-99.1% | $4,952-99.6% | $2,507-99.3% |
| Participant deferral / active EE | $1,098 | $2,647-58.5% | $5,638-80.5% | $4,311-74.5% |
| Admin fee / account holder | $76 | $154-50.4% | $14,679-99.5% | $188-59.4% |