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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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,377 | $42,901-75.8% | $91,225-88.6% | $64,819-84.0% |
| Participation rate | 21.1% | 68.1%-47.1pp | 73.2%-52.1pp | 71.5%-50.4pp |
| Annual return | -11.61% | -13.53%+1.9pp | 114.12%-125.7pp | 32.84%-44.5pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $2,851-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $1,222 | $3,501-65.1% | $4,233-71.1% | $4,311-71.6% |
| Admin fee / account holder | $8 | $131-93.9% | $5,422-99.9% | $188-95.7% |