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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 | $3,827 | $136,307-97.2% | $177,840-97.8% | $73,493-94.8% |
| Participation rate | 31.0% | 86.1%-55.1pp | 87.7%-56.8pp | 70.7%-39.7pp |
| Annual return | 24.54% | 18.68%+5.9pp | 48.32%-23.8pp | 28.51%-4.0pp |
| Employer contribution / active EE | $0 | $3,712-100.0% | $5,919-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $762 | $5,829-86.9% | $7,714-90.1% | $3,740-79.6% |
| Admin fee / account holder | $25 | $596-95.9% | $12,431-99.8% | $513-95.2% |