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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $23,766 | $61,473-61.3% | $81,926-71.0% | $73,412-67.6% |
| Participation rate | 51.0% | 72.4%-21.4pp | 72.0%-21.0pp | 72.2%-21.2pp |
| Annual return | 15.56% | 28.26%-12.7pp | 29.49%-13.9pp | 59.30%-43.7pp |
| Employer contribution / active EE | $864 | $1,898-54.5% | $4,310-80.0% | $2,234-61.3% |
| Participant deferral / active EE | $2,425 | $3,080-21.3% | $7,108-65.9% | $3,806-36.3% |
| Admin fee / account holder | $214 | $125+70.9% | $5,159-95.8% | $158+35.8% |