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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 | $8,304 | $88,122-90.6% | $141,197-94.1% | $67,582-87.7% |
| Participation rate | 1.5% | 76.5%-74.9pp | 82.5%-81.0pp | 71.3%-69.8pp |
| Annual return | 21.16% | 75.40%-54.2pp | 71.41%-50.2pp | 378.57%-357.4pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,736-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $32 | $5,958-99.5% | $6,710-99.5% | $3,539-99.1% |
| Admin fee / account holder | $158 | $131+20.8% | $10,265-98.5% | $142+11.1% |