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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,535 | $83,045-60.8% | $130,045-75.0% | $71,511-54.5% |
| Participation rate | 53.1% | 74.1%-21.0pp | 78.5%-25.4pp | 67.9%-14.8pp |
| Annual return | 15.76% | 20.61%-4.9pp | -137.30%+153.1pp | 28.86%-13.1pp |
| Employer contribution / active EE | $890 | $2,623-66.1% | $4,321-79.4% | $2,589-65.6% |
| Participant deferral / active EE | $2,091 | $4,436-52.9% | $5,820-64.1% | $4,291-51.3% |
| Admin fee / account holder | $49 | $1,727-97.1% | $10,600-99.5% | $1,588-96.9% |