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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 | $11,960 | $64,909-81.6% | $82,312-85.5% | $62,293-80.8% |
| Participation rate | 39.3% | 74.9%-35.6pp | 76.9%-37.6pp | 69.5%-30.2pp |
| Annual return | 0.00% | 21.18%-21.2pp | 25.88%-25.9pp | 28.90%-28.9pp |
| Employer contribution / active EE | $732 | $1,676-56.3% | $2,428-69.9% | $2,042-64.2% |
| Participant deferral / active EE | $1,176 | $3,103-62.1% | $3,706-68.3% | $3,169-62.9% |
| Admin fee / account holder | $10 | $440-97.8% | $5,608-99.8% | $479-98.0% |