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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).
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 | $9,493 | $110,083-91.4% | $151,639-93.7% | $68,486-86.1% |
| Participation rate | 31.7% | 84.0%-52.2pp | 87.5%-55.8pp | 67.9%-36.2pp |
| Annual return | -17.68% | -10.12%-7.6pp | 3.34%-21.0pp | -7.85%-9.8pp |
| Employer contribution / active EE | $0 | $4,470-100.0% | $6,165-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $601 | $6,526-90.8% | $8,363-92.8% | $4,028-85.1% |
| Admin fee / account holder | $21 | $7,718-99.7% | $11,613-99.8% | $5,404-99.6% |