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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 | $35,184 | $54,763-35.8% | $90,324-61.0% | $72,976-51.8% |
| Participation rate | 65.4% | 65.2%+0.2pp | 73.3%-7.9pp | 69.5%-4.1pp |
| Annual return | 24.90% | 30.63%-5.7pp | 78.15%-53.3pp | 81.02%-56.1pp |
| Employer contribution / active EE | $222 | $2,093-89.4% | $2,856-92.2% | $2,440-90.9% |
| Participant deferral / active EE | $1,788 | $2,887-38.1% | $3,885-54.0% | $3,608-50.5% |
| Admin fee / account holder | $81 | $3,973-98.0% | $5,356-98.5% | $5,124-98.4% |