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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.
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 | $18,299 | $46,423-60.6% | $75,901-75.9% | $67,579-72.9% |
| Participation rate | 17.3% | 63.1%-45.8pp | 69.3%-52.0pp | 71.3%-54.0pp |
| Annual return | 19.17% | 32.29%-13.1pp | 30.76%-11.6pp | 378.56%-359.4pp |
| Employer contribution / active EE | $356 | $1,406-74.7% | $2,501-85.8% | $2,148-83.4% |
| Participant deferral / active EE | $534 | $2,564-79.2% | $3,603-85.2% | $3,539-84.9% |
| Admin fee / account holder | $144 | $132+9.4% | $5,420-97.3% | $142+1.3% |