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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 | $10,965 | $75,962-85.6% | $154,108-92.9% | $64,173-82.9% |
| Participation rate | 14.3% | 70.4%-56.1pp | 83.0%-68.8pp | 69.6%-55.3pp |
| Annual return | -2.17% | 30.32%-32.5pp | 735.21%-737.4pp | 7.63%-9.8pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $264 | $3,175-91.7% | $5,081-94.8% | $3,470-92.4% |
| Admin fee / account holder | $158 | $5,589-97.2% | $13,411-98.8% | $4,887-96.8% |