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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 | $6,851 | $52,306-86.9% | $69,779-90.2% | $62,881-89.1% |
| Participation rate | 36.0% | 67.2%-31.2pp | 71.8%-35.8pp | 69.3%-33.3pp |
| Annual return | 10.87% | 13.35%-2.5pp | 12.99%-2.1pp | 20.14%-9.3pp |
| Employer contribution / active EE | $310 | $1,799-82.8% | $2,338-86.8% | $2,281-86.4% |
| Participant deferral / active EE | $685 | $2,395-71.4% | $2,931-76.6% | $3,203-78.6% |
| Admin fee / account holder | $56 | $3,691-98.5% | $4,381-98.7% | $4,296-98.7% |