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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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $38,506 | $39,245-1.9% | $64,105-39.9% | $52,331-26.4% |
| Participation rate | 37.4% | 58.2%-20.8pp | 68.2%-30.7pp | 68.1%-30.7pp |
| Annual return | -2.24% | 14.79%-17.0pp | 791.24%-793.5pp | 4.54%-6.8pp |
| Employer contribution / active EE | $125 | $736-83.0% | $1,820-93.1% | $1,882-93.3% |
| Participant deferral / active EE | $1,671 | $1,992-16.1% | $2,822-40.8% | $3,022-44.7% |
| Admin fee / account holder | $35 | $592-94.1% | $4,499-99.2% | $592-94.0% |