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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 | $58,234-50.0% | $81,783-64.4% | $80,874-64.0% |
| Participation rate | 35.2% | 63.4%-28.2pp | 72.4%-37.1pp | 67.6%-32.4pp |
| Annual return | 13.73% | 41.70%-28.0pp | 775.05%-761.3pp | 35.62%-21.9pp |
| Employer contribution / active EE | $674 | $2,341-71.2% | $2,913-76.9% | $2,756-75.5% |
| Participant deferral / active EE | $1,255 | $3,283-61.8% | $4,320-71.0% | $4,297-70.8% |
| Admin fee / account holder | $1 | $4,982-100.0% | $7,380-100.0% | $6,935-100.0% |