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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,432 | $50,902-63.8% | $155,534-88.1% | $77,736-76.3% |
| Participation rate | 22.1% | 63.1%-41.0pp | 78.2%-56.1pp | 70.6%-48.5pp |
| Annual return | 18.41% | 34.85%-16.4pp | 64.92%-46.5pp | 31.26%-12.8pp |
| Employer contribution / active EE | $241 | $1,991-87.9% | $4,675-94.8% | $2,728-91.2% |
| Participant deferral / active EE | $1,207 | $2,824-57.3% | $5,630-78.6% | $4,651-74.1% |
| Admin fee / account holder | $114 | $437-73.9% | $15,900-99.3% | $433-73.7% |