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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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,333 | $61,356-60.3% | $149,696-83.7% | $71,511-66.0% |
| Participation rate | 26.0% | 62.5%-36.5pp | 78.8%-52.7pp | 67.9%-41.9pp |
| Annual return | 19.90% | 35.86%-16.0pp | 134.46%-114.6pp | 28.86%-9.0pp |
| Employer contribution / active EE | $194 | $2,382-91.9% | $4,821-96.0% | $2,589-92.5% |
| Participant deferral / active EE | $967 | $2,920-66.9% | $5,682-83.0% | $4,291-77.5% |
| Admin fee / account holder | $205 | $1,263-83.8% | $13,212-98.4% | $1,588-87.1% |