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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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $60,929 | $56,918+7.0% | $182,531-66.6% | $65,185-6.5% |
| Participation rate | 25.6% | 66.5%-40.9pp | 78.0%-52.4pp | 70.2%-44.6pp |
| Annual return | 16.68% | 27.67%-11.0pp | 148.57%-131.9pp | 29.38%-12.7pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $4,075-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,387 | $3,526-60.7% | $5,525-74.9% | $3,514-60.5% |
| Admin fee / account holder | $40 | $531-92.4% | $8,593-99.5% | $847-95.3% |