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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $14,997 | $58,101-74.2% | $118,946-87.4% | $73,412-79.6% |
| Participation rate | 52.5% | 56.1%-3.7pp | 75.4%-22.9pp | 72.2%-19.7pp |
| Annual return | 17.97% | 20.56%-2.6pp | 35.89%-17.9pp | 59.30%-41.3pp |
| Employer contribution / active EE | $695 | $1,445-51.9% | $3,263-78.7% | $2,234-68.9% |
| Participant deferral / active EE | $2,022 | $2,400-15.7% | $4,266-52.6% | $3,806-46.9% |
| Admin fee / account holder | $119 | $138-13.5% | $6,581-98.2% | $158-24.4% |