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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 | $4,418 | $66,124-93.3% | $90,430-95.1% | $73,493-94.0% |
| Participation rate | 51.8% | 69.7%-17.9pp | 72.7%-20.9pp | 70.7%-18.9pp |
| Annual return | 33.23% | 17.65%+15.6pp | 1293.73%-1260.5pp | 28.51%+4.7pp |
| Employer contribution / active EE | $475 | $2,346-79.7% | $3,262-85.4% | $2,270-79.1% |
| Participant deferral / active EE | $262 | $3,039-91.4% | $3,963-93.4% | $3,740-93.0% |
| Admin fee / account holder | $25 | $396-93.8% | $5,613-99.6% | $513-95.2% |