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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 | $21,736 | $89,652-75.8% | $141,197-84.6% | $65,186-66.7% |
| Participation rate | 54.7% | 74.7%-20.0pp | 82.5%-27.8pp | 70.2%-15.5pp |
| Annual return | 22.50% | 32.79%-10.3pp | 71.41%-48.9pp | 29.39%-6.9pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,736-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,063 | $5,691-63.8% | $6,710-69.3% | $3,514-41.3% |
| Admin fee / account holder | $21 | $569-96.2% | $10,265-99.8% | $847-97.5% |