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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).
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 | $5,702 | $60,165-90.5% | $74,184-92.3% | $55,167-89.7% |
| Participation rate | 23.2% | 74.2%-50.9pp | 76.6%-53.4pp | 69.0%-45.8pp |
| Annual return | 9.85% | 10.00%-0.2pp | 17.74%-7.9pp | 169.23%-159.4pp |
| Employer contribution / active EE | $0 | $1,600-100.0% | $2,370-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $891 | $2,973-70.0% | $3,550-74.9% | $3,054-70.8% |
| Admin fee / account holder | $15 | $419-96.4% | $5,586-99.7% | $504-97.0% |