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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,259 | $54,573-94.0% | $90,970-96.4% | $73,497-95.6% |
| Participation rate | 45.2% | 61.2%-16.0pp | 69.0%-23.8pp | 70.7%-25.5pp |
| Annual return | 0.00% | 16.69%-16.7pp | 134.60%-134.6pp | 28.51%-28.5pp |
| Employer contribution / active EE | $0 | $991-100.0% | $2,122-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,841 | $2,517-26.8% | $3,373-45.4% | $3,740-50.8% |
| Admin fee / account holder | $32 | $521-93.8% | $5,961-99.5% | $513-93.7% |