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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.
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 | $34,723 | $80,177-56.7% | $123,894-72.0% | $57,658-39.8% |
| Participation rate | 56.5% | 74.4%-18.0pp | 81.4%-25.0pp | 70.2%-13.8pp |
| Annual return | 9.68% | 17.90%-8.2pp | 47.52%-37.8pp | 5.13%+4.5pp |
| Employer contribution / active EE | $641 | $2,913-78.0% | $4,617-86.1% | $1,974-67.5% |
| Participant deferral / active EE | $1,558 | $5,130-69.6% | $5,984-74.0% | $3,061-49.1% |
| Admin fee / account holder | $4 | $106-96.1% | $8,357-100.0% | $95-95.6% |