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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 | $7,047 | $46,325-84.8% | $143,788-95.1% | $64,814-89.1% |
| Participation rate | 54.1% | 64.2%-10.1pp | 80.3%-26.2pp | 71.5%-17.3pp |
| Annual return | -15.96% | -10.05%-5.9pp | -0.03%-15.9pp | 32.84%-48.8pp |
| Employer contribution / active EE | $94 | $1,911-95.1% | $4,952-98.1% | $2,507-96.3% |
| Participant deferral / active EE | $2,045 | $2,647-22.7% | $5,638-63.7% | $4,310-52.6% |
| Admin fee / account holder | $13 | $154-91.8% | $14,675-99.9% | $188-93.2% |