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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).
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 | $23,818 | $52,884-55.0% | $84,753-71.9% | $55,167-56.8% |
| Participation rate | 51.1% | 67.5%-16.4pp | 76.6%-25.5pp | 69.0%-17.9pp |
| Annual return | 7.54% | 18.03%-10.5pp | 22.78%-15.2pp | 169.23%-161.7pp |
| Employer contribution / active EE | $308 | $2,233-86.2% | $3,574-91.4% | $1,963-84.3% |
| Participant deferral / active EE | $1,433 | $2,644-45.8% | $3,712-61.4% | $3,054-53.1% |
| Admin fee / account holder | $15 | $581-97.5% | $5,333-99.7% | $504-97.1% |