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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 | $7,950 | $42,383-81.2% | $76,518-89.6% | $64,173-87.6% |
| Participation rate | 14.4% | 58.1%-43.7pp | 68.0%-53.6pp | 69.6%-55.1pp |
| Annual return | 1.34% | -16.54%+17.9pp | -0.27%+1.6pp | 7.63%-6.3pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $139 | $2,566-94.6% | $3,836-96.4% | $3,470-96.0% |
| Admin fee / account holder | $122 | $3,198-96.2% | $4,849-97.5% | $4,887-97.5% |