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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 | $13,347 | $53,901-75.2% | $134,155-90.1% | $73,493-81.8% |
| Participation rate | 30.0% | 62.8%-32.8pp | 72.2%-42.2pp | 70.7%-40.7pp |
| Annual return | 17.23% | 15.82%+1.4pp | 36.34%-19.1pp | 28.51%-11.3pp |
| Employer contribution / active EE | $411 | $1,458-71.8% | $3,705-88.9% | $2,270-81.9% |
| Participant deferral / active EE | $471 | $2,739-82.8% | $3,500-86.5% | $3,740-87.4% |
| Admin fee / account holder | $61 | $581-89.5% | $6,685-99.1% | $513-88.1% |