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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $6,930 | $72,770-90.5% | $67,652-89.8% | $55,191-87.4% |
| Participation rate | 38.4% | 78.8%-40.4pp | 75.7%-37.3pp | 69.2%-30.8pp |
| Annual return | 0.71% | -3.26%+4.0pp | 6625.04%-6624.3pp | 10.78%-10.1pp |
| Employer contribution / active EE | $0 | $1,769-100.0% | $2,266-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $1,116 | $3,408-67.2% | $3,560-68.6% | $3,046-63.4% |
| Admin fee / account holder | $19 | $79-75.5% | $4,821-99.6% | $91-78.8% |