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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,656 | $99,957-88.3% | $149,715-92.2% | $73,493-84.1% |
| Participation rate | 33.7% | 75.7%-42.0pp | 82.5%-48.8pp | 70.7%-37.0pp |
| Annual return | 20.47% | 53.87%-33.4pp | 276.66%-256.2pp | 28.51%-8.0pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,645-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $4,703 | $6,073-22.5% | $6,842-31.3% | $3,740+25.8% |
| Admin fee / account holder | $23 | $551-95.7% | $9,310-99.7% | $513-95.4% |