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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $13,658 | $70,002-80.5% | $115,037-88.1% | $52,331-73.9% |
| Participation rate | 62.4% | 72.1%-9.7pp | 81.4%-19.0pp | 68.1%-5.7pp |
| Annual return | -1.06% | 4.04%-5.1pp | 26.14%-27.2pp | 4.54%-5.6pp |
| Employer contribution / active EE | $767 | $2,715-71.7% | $4,608-83.3% | $1,882-59.2% |
| Participant deferral / active EE | $3,157 | $4,920-35.8% | $6,026-47.6% | $3,022+4.5% |
| Admin fee / account holder | $9 | $566-98.4% | $8,175-99.9% | $592-98.5% |