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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,378 | $47,180-80.1% | $149,723-93.7% | $74,473-87.4% |
| Participation rate | 36.3% | 63.4%-27.1pp | 78.8%-42.5pp | 70.7%-34.5pp |
| Annual return | 24.63% | 22.75%+1.9pp | 134.50%-109.9pp | 34.36%-9.7pp |
| Employer contribution / active EE | $182 | $1,907-90.5% | $4,821-96.2% | $2,638-93.1% |
| Participant deferral / active EE | $1,140 | $2,730-58.3% | $5,682-79.9% | $4,530-74.8% |
| Admin fee / account holder | $68 | $343-80.0% | $13,215-99.5% | $347-80.3% |