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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 | $3,949 | $23,385-83.1% | $69,182-94.3% | $57,658-93.2% |
| Participation rate | 39.7% | 37.9%+1.8pp | 55.1%-15.4pp | 70.2%-30.5pp |
| Annual return | 6.90% | -659.34%+666.2pp | -21.93%+28.8pp | 5.13%+1.8pp |
| Employer contribution / active EE | $70 | $422-83.3% | $1,206-94.2% | $1,974-96.4% |
| Participant deferral / active EE | $164 | $843-80.5% | $1,897-91.3% | $3,061-94.6% |
| Admin fee / account holder | $2 | $82-97.0% | $2,697-99.9% | $95-97.4% |