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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.
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 | $13,419 | $58,888-77.2% | $178,499-92.5% | $73,493-81.7% |
| Participation rate | 47.1% | 66.2%-19.1pp | 81.9%-34.8pp | 70.7%-23.6pp |
| Annual return | 29.12% | 24.86%+4.3pp | 151.10%-122.0pp | 28.51%+0.6pp |
| Employer contribution / active EE | $142 | $2,236-93.6% | $5,011-97.2% | $2,270-93.7% |
| Participant deferral / active EE | $1,255 | $2,568-51.1% | $5,202-75.9% | $3,740-66.4% |
| Admin fee / account holder | $35 | $400-91.3% | $13,986-99.8% | $513-93.2% |