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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).
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 | $6,969 | $55,453-87.4% | $170,435-95.9% | $62,293-88.8% |
| Participation rate | 29.2% | 66.4%-37.2pp | 83.6%-54.4pp | 69.5%-40.3pp |
| Annual return | 0.00% | 21.38%-21.4pp | 205.94%-205.9pp | 28.90%-28.9pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,432-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,619 | $2,303-29.7% | $4,939-67.2% | $3,169-48.9% |
| Admin fee / account holder | $57 | $455-87.5% | $13,881-99.6% | $479-88.2% |