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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).
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 | $10,532 | $65,125-83.8% | $143,797-92.7% | $66,949-84.3% |
| Participation rate | 23.5% | 65.2%-41.7pp | 80.3%-56.9pp | 69.8%-46.4pp |
| Annual return | -13.89% | -11.13%-2.8pp | -0.04%-13.8pp | 1.57%-15.5pp |
| Employer contribution / active EE | $287 | $2,362-87.9% | $4,952-94.2% | $2,545-88.7% |
| Participant deferral / active EE | $955 | $2,920-67.3% | $5,638-83.1% | $4,239-77.5% |
| Admin fee / account holder | $23 | $503-95.3% | $14,679-99.8% | $594-96.1% |