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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 | $2,419 | $64,286-96.2% | $90,970-97.3% | $73,412-96.7% |
| Participation rate | 20.6% | 63.6%-43.0pp | 69.0%-48.4pp | 72.2%-51.6pp |
| Annual return | 17.73% | 21.46%-3.7pp | 134.58%-116.8pp | 59.30%-41.6pp |
| Employer contribution / active EE | $0 | $895-100.0% | $2,122-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $142 | $2,453-94.2% | $3,373-95.8% | $3,806-96.3% |
| Admin fee / account holder | $23 | $287-91.8% | $5,960-99.6% | $158-85.1% |