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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $14,462 | $46,173-68.7% | $170,435-91.5% | $69,631-79.2% |
| Participation rate | 31.9% | 63.9%-32.0pp | 83.6%-51.7pp | 70.7%-38.8pp |
| Annual return | 12.14% | 21.62%-9.5pp | 205.94%-193.8pp | 27571.02%-27558.9pp |
| Employer contribution / active EE | $221 | $1,610-86.3% | $5,432-95.9% | $2,032-89.1% |
| Participant deferral / active EE | $615 | $2,080-70.4% | $4,939-87.5% | $3,224-80.9% |
| Admin fee / account holder | $0 | $116-100.0% | $13,881-100.0% | $110-100.0% |