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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 | $12,759 | $47,969-73.4% | $85,969-85.2% | $52,331-75.6% |
| Participation rate | 49.2% | 61.7%-12.5pp | 76.5%-27.3pp | 68.1%-18.9pp |
| Annual return | -1.51% | -0.13%-1.4pp | 9.32%-10.8pp | 4.54%-6.0pp |
| Employer contribution / active EE | $421 | $1,460-71.1% | $3,474-87.9% | $1,882-77.6% |
| Participant deferral / active EE | $669 | $2,110-68.3% | $3,829-82.5% | $3,022-77.9% |
| Admin fee / account holder | $4 | $530-99.2% | $6,053-99.9% | $592-99.3% |