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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.
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 | $17,293 | $44,794-61.4% | $90,300-80.8% | $77,775-77.8% |
| Participation rate | 8.7% | 66.6%-57.9pp | 73.3%-64.6pp | 73.2%-64.5pp |
| Annual return | 22.94% | 28.23%-5.3pp | 78.11%-55.2pp | 32.58%-9.6pp |
| Employer contribution / active EE | $283 | $1,809-84.3% | $2,854-90.1% | $2,504-88.7% |
| Participant deferral / active EE | $335 | $2,642-87.3% | $3,884-91.4% | $3,966-91.5% |
| Admin fee / account holder | $6 | $94-93.9% | $5,353-99.9% | $100-94.3% |