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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 | $13,287 | $55,636-76.1% | $81,991-83.8% | $73,493-81.9% |
| Participation rate | 9.1% | 62.3%-53.2pp | 69.3%-60.2pp | 70.7%-61.6pp |
| Annual return | 20.77% | 19.07%+1.7pp | 41.31%-20.5pp | 28.51%-7.7pp |
| Employer contribution / active EE | $0 | $1,625-100.0% | $2,498-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $417 | $2,762-84.9% | $3,722-88.8% | $3,740-88.8% |
| Admin fee / account holder | $0 | $493-100.0% | $5,665-100.0% | $513-100.0% |