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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).
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 | $10,776 | $136,307-92.1% | $177,848-93.9% | $73,497-85.3% |
| Participation rate | 63.3% | 86.1%-22.8pp | 87.7%-24.4pp | 70.7%-7.4pp |
| Annual return | 27.40% | 18.68%+8.7pp | 48.33%-20.9pp | 28.51%-1.1pp |
| Employer contribution / active EE | $279 | $3,712-92.5% | $5,919-95.3% | $2,270-87.7% |
| Participant deferral / active EE | $3,775 | $5,829-35.2% | $7,714-51.1% | $3,740+0.9% |
| Admin fee / account holder | $110 | $596-81.5% | $12,431-99.1% | $513-78.5% |