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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 | $24,428 | $72,492-66.3% | $87,104-72.0% | $72,975-66.5% |
| Participation rate | 41.8% | 72.8%-31.1pp | 76.9%-35.1pp | 69.5%-27.7pp |
| Annual return | 20.88% | 24.46%-3.6pp | 28.19%-7.3pp | 81.01%-60.1pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,763 | $3,270-46.1% | $4,048-56.5% | $3,608-51.1% |
| Admin fee / account holder | $150 | $5,055-97.0% | $7,491-98.0% | $5,124-97.1% |