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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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $16,028 | $52,884-69.7% | $84,753-81.1% | $55,167-70.9% |
| Participation rate | 37.9% | 67.5%-29.6pp | 76.6%-38.7pp | 69.0%-31.1pp |
| Annual return | 11.41% | 18.03%-6.6pp | 22.78%-11.4pp | 169.23%-157.8pp |
| Employer contribution / active EE | $138 | $2,233-93.8% | $3,574-96.1% | $1,963-92.9% |
| Participant deferral / active EE | $1,232 | $2,644-53.4% | $3,712-66.8% | $3,054-59.7% |
| Admin fee / account holder | $6 | $581-99.0% | $5,333-99.9% | $504-98.8% |