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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).
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 | $15,536 | $41,647-62.7% | $96,171-83.8% | $86,821-82.1% |
| Participation rate | 18.0% | 50.3%-32.3pp | 68.4%-50.4pp | 72.3%-54.3pp |
| Annual return | 12.68% | 27.24%-14.6pp | 192.04%-179.4pp | 97.94%-85.3pp |
| Employer contribution / active EE | $0 | $1,328-100.0% | $2,799-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $630 | $2,412-73.9% | $4,350-85.5% | $4,132-84.7% |
| Admin fee / account holder | $10 | $169-93.9% | $5,538-99.8% | $170-93.9% |