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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.
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 | $16,547 | $54,320-69.5% | $67,652-75.5% | $52,331-68.4% |
| Participation rate | 69.8% | 73.6%-3.8pp | 75.7%-5.9pp | 68.1%+1.7pp |
| Annual return | 1.93% | 6.81%-4.9pp | 6625.40%-6623.5pp | 4.54%-2.6pp |
| Employer contribution / active EE | $378 | $1,544-75.5% | $2,266-83.3% | $1,882-79.9% |
| Participant deferral / active EE | $2,156 | $2,950-26.9% | $3,560-39.4% | $3,022-28.7% |
| Admin fee / account holder | $27 | $527-94.8% | $4,821-99.4% | $592-95.4% |