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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 | $240 | $41,281-99.4% | $109,313-99.8% | $57,658-99.6% |
| Participation rate | 49.3% | 59.3%-10.1pp | 71.3%-22.0pp | 70.2%-20.9pp |
| Annual return | 14.58% | 8.97%+5.6pp | 22.07%-7.5pp | 5.13%+9.4pp |
| Employer contribution / active EE | $0 | $1,201-100.0% | $3,892-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $180 | $2,223-91.9% | $3,166-94.3% | $3,061-94.1% |
| Admin fee / account holder | $4 | $75-94.6% | $5,666-99.9% | $95-95.7% |