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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 | $49,300 | $46,732+5.5% | $156,551-68.5% | $55,167-10.6% |
| Participation rate | 11.6% | 65.8%-54.2pp | 84.0%-72.4pp | 69.0%-57.4pp |
| Annual return | 5.80% | 17.72%-11.9pp | 32.23%-26.4pp | 169.23%-163.4pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $501 | $2,204-77.3% | $4,871-89.7% | $3,054-83.6% |
| Admin fee / account holder | $5 | $418-98.9% | $13,028-100.0% | $504-99.1% |