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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $20,727 | $51,466-59.7% | $78,778-73.7% | $62,293-66.7% |
| Participation rate | 59.1% | 59.8%-0.6pp | 69.2%-10.0pp | 69.5%-10.4pp |
| Annual return | 14.40% | 19.96%-5.6pp | 35.62%-21.2pp | 28.90%-14.5pp |
| Employer contribution / active EE | $422 | $827-49.0% | $1,986-78.7% | $2,042-79.3% |
| Participant deferral / active EE | $2,694 | $2,147+25.4% | $2,958-8.9% | $3,169-15.0% |
| Admin fee / account holder | $10 | $489-97.9% | $5,134-99.8% | $479-97.9% |