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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,118 | $58,311-50.1% | $81,882-64.4% | $80,959-64.0% |
| Participation rate | 35.2% | 63.5%-28.3pp | 72.4%-37.2pp | 67.7%-32.4pp |
| Annual return | 13.73% | 41.85%-28.1pp | 779.47%-765.7pp | 35.67%-21.9pp |
| Employer contribution / active EE | $674 | $2,347-71.3% | $2,916-76.9% | $2,757-75.6% |
| Participant deferral / active EE | $1,255 | $3,287-61.8% | $4,323-71.0% | $4,300-70.8% |
| Admin fee / account holder | $1 | $4,752-100.0% | $7,360-100.0% | $6,925-100.0% |