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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).
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 | $13,323 | $136,307-90.2% | $177,848-92.5% | $73,497-81.9% |
| Participation rate | 13.6% | 86.1%-72.5pp | 87.7%-74.1pp | 70.7%-57.1pp |
| Annual return | 14.86% | 18.68%-3.8pp | 48.33%-33.5pp | 28.51%-13.7pp |
| Employer contribution / active EE | $0 | $3,712-100.0% | $5,919-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $729 | $5,829-87.5% | $7,714-90.5% | $3,740-80.5% |
| Admin fee / account holder | $10 | $596-98.3% | $12,431-99.9% | $513-98.0% |