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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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,764 | $80,332-60.5% | $107,187-70.4% | $64,097-50.4% |
| Participation rate | 34.6% | 54.4%-19.8pp | 75.0%-40.4pp | 55.2%-20.6pp |
| Annual return | 18.36% | 24.26%-5.9pp | 204.55%-186.2pp | 34.64%-16.3pp |
| Employer contribution / active EE | $182 | $2,501-92.7% | $3,782-95.2% | $1,891-90.4% |
| Participant deferral / active EE | $1,622 | $3,109-47.8% | $5,096-68.2% | $3,080-47.3% |
| Admin fee / account holder | $37 | $4,314-99.1% | $9,162-99.6% | $3,454-98.9% |