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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).
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 | $15,216 | $49,138-69.0% | $84,020-81.9% | $65,185-76.7% |
| Participation rate | 34.9% | 60.7%-25.9pp | 69.0%-34.2pp | 70.2%-35.3pp |
| Annual return | 20.48% | 23.00%-2.5pp | 71.31%-50.8pp | 29.38%-8.9pp |
| Employer contribution / active EE | $342 | $914-62.5% | $1,984-82.7% | $2,177-84.3% |
| Participant deferral / active EE | $684 | $2,397-71.5% | $3,239-78.9% | $3,514-80.5% |
| Admin fee / account holder | $8 | $543-98.5% | $6,101-99.9% | $847-99.0% |