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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.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,397 | $54,245-56.9% | $93,727-75.0% | $77,762-69.9% |
| Participation rate | 52.6% | 63.9%-11.3pp | 68.7%-16.1pp | 70.6%-17.9pp |
| Annual return | 12.66% | 30.58%-17.9pp | 133.83%-121.2pp | 31.27%-18.6pp |
| Employer contribution / active EE | $230 | $1,168-80.3% | $2,421-90.5% | $2,728-91.6% |
| Participant deferral / active EE | $2,656 | $3,144-15.5% | $4,417-39.9% | $4,651-42.9% |
| Admin fee / account holder | $85 | $575-85.2% | $8,292-99.0% | $433-80.4% |