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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 | $3,455 | $62,543-94.5% | $83,327-95.9% | $55,725-93.8% |
| Participation rate | 36.4% | 78.4%-42.0pp | 77.8%-41.4pp | 70.9%-34.5pp |
| Annual return | 0.00% | 14.85%-14.9pp | 10.64%-10.6pp | 244.93%-244.9pp |
| Employer contribution / active EE | $0 | $2,427-100.0% | $3,379-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $1,251 | $5,682-78.0% | $5,565-77.5% | $3,356-62.7% |
| Admin fee / account holder | $2 | $103-98.4% | $7,540-100.0% | $115-98.6% |