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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 | $8,931 | $88,122-89.9% | $141,177-93.7% | $67,579-86.8% |
| Participation rate | 18.2% | 76.5%-58.2pp | 82.5%-64.2pp | 71.3%-53.0pp |
| Annual return | 0.00% | 75.40%-75.4pp | 71.40%-71.4pp | 378.56%-378.6pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,736-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $324 | $5,958-94.6% | $6,710-95.2% | $3,539-90.9% |
| Admin fee / account holder | $21 | $131-84.0% | $10,263-99.8% | $142-85.3% |