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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 | $22,271 | $51,223-56.5% | $82,763-73.1% | $66,949-66.7% |
| Participation rate | 19.0% | 67.9%-48.9pp | 72.6%-53.6pp | 69.8%-50.8pp |
| Annual return | -14.36% | -9.85%-4.5pp | 702.45%-716.8pp | 1.57%-15.9pp |
| Employer contribution / active EE | $563 | $2,611-78.4% | $3,008-81.3% | $2,545-77.9% |
| Participant deferral / active EE | $1,313 | $3,460-62.0% | $4,395-70.1% | $4,239-69.0% |
| Admin fee / account holder | $0 | $415-100.0% | $5,325-100.0% | $594-100.0% |