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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,860 | $53,901-81.7% | $134,162-92.7% | $73,497-86.6% |
| Participation rate | 15.3% | 62.8%-47.5pp | 72.2%-56.9pp | 70.7%-55.4pp |
| Annual return | 20.46% | 15.82%+4.6pp | 36.35%-15.9pp | 28.51%-8.1pp |
| Employer contribution / active EE | $452 | $1,458-69.0% | $3,705-87.8% | $2,270-80.1% |
| Participant deferral / active EE | $387 | $2,739-85.9% | $3,500-88.9% | $3,740-89.6% |
| Admin fee / account holder | $12 | $581-97.9% | $6,685-99.8% | $513-97.6% |