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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $41,489 | $65,378-36.5% | $87,103-52.4% | $65,186-36.4% |
| Participation rate | 47.3% | 75.3%-28.1pp | 76.9%-29.6pp | 70.2%-22.9pp |
| Annual return | 34.57% | 31.28%+3.3pp | 28.19%+6.4pp | 29.39%+5.2pp |
| Employer contribution / active EE | $1,067 | $1,823-41.5% | $2,521-57.7% | $2,177-51.0% |
| Participant deferral / active EE | $3,258 | $3,389-3.9% | $4,049-19.5% | $3,514-7.3% |
| Admin fee / account holder | $9 | $520-98.2% | $7,491-99.9% | $847-98.9% |