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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.
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 | $20,710 | $32,425-36.1% | $74,577-72.2% | $55,167-62.5% |
| Participation rate | 30.6% | 54.0%-23.4pp | 68.1%-37.6pp | 69.0%-38.4pp |
| Annual return | 8.59% | 10.63%-2.0pp | 20.47%-11.9pp | 169.23%-160.6pp |
| Employer contribution / active EE | $0 | $1,043-100.0% | $2,525-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $580 | $1,995-70.9% | $3,458-83.2% | $3,054-81.0% |
| Admin fee / account holder | $3 | $748-99.6% | $4,138-99.9% | $504-99.4% |