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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 | $6,953 | $28,109-75.3% | $71,089-90.2% | $56,289-87.6% |
| Participation rate | 10.8% | 40.4%-29.6pp | 54.6%-43.9pp | 69.9%-59.1pp |
| Annual return | -2.95% | -615.05%+612.1pp | 650.65%-653.6pp | -9.96%+7.0pp |
| Employer contribution / active EE | $0 | $558-100.0% | $1,088-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $200 | $1,116-82.1% | $1,873-89.3% | $3,350-94.0% |
| Admin fee / account holder | $4 | $585-99.4% | $3,082-99.9% | $521-99.3% |