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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 | $20,676 | $70,002-70.5% | $115,038-82.0% | $52,331-60.5% |
| Participation rate | 16.3% | 72.1%-55.8pp | 81.4%-65.0pp | 68.1%-51.8pp |
| Annual return | 3.37% | 4.04%-0.7pp | 26.14%-22.8pp | 4.54%-1.2pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $4,608-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,565 | $4,920-68.2% | $6,026-74.0% | $3,022-48.2% |
| Admin fee / account holder | $6 | $566-98.9% | $8,175-99.9% | $592-99.0% |