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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 | $2,469 | $58,888-95.8% | $178,498-98.6% | $73,493-96.6% |
| Participation rate | 58.1% | 66.2%-8.1pp | 81.9%-23.8pp | 70.7%-12.5pp |
| Annual return | 29.76% | 24.86%+4.9pp | 151.09%-121.3pp | 28.51%+1.2pp |
| Employer contribution / active EE | $408 | $2,236-81.8% | $5,011-91.9% | $2,270-82.0% |
| Participant deferral / active EE | $614 | $2,568-76.1% | $5,202-88.2% | $3,740-83.6% |
| Admin fee / account holder | $21 | $400-94.8% | $13,985-99.9% | $513-95.9% |