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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).
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,033 | $70,917-61.9% | $98,916-72.7% | $73,493-63.2% |
| Participation rate | 27.3% | 73.8%-46.5pp | 76.0%-48.8pp | 70.7%-43.4pp |
| Annual return | 14.40% | 34.18%-19.8pp | 196.45%-182.1pp | 28.51%-14.1pp |
| Employer contribution / active EE | $567 | $2,037-72.2% | $2,689-78.9% | $2,270-75.0% |
| Participant deferral / active EE | $1,008 | $3,501-71.2% | $4,245-76.3% | $3,740-73.1% |
| Admin fee / account holder | $12 | $535-97.8% | $6,642-99.8% | $513-97.7% |