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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 | $25,517 | $58,312-56.2% | $86,656-70.6% | $71,529-64.3% |
| Participation rate | 25.6% | 65.0%-39.4pp | 71.7%-46.1pp | 67.9%-42.3pp |
| Annual return | 16.20% | 24.08%-7.9pp | 593.09%-576.9pp | 28.97%-12.8pp |
| Employer contribution / active EE | $483 | $2,576-81.3% | $3,025-84.0% | $2,590-81.4% |
| Participant deferral / active EE | $1,132 | $3,439-67.1% | $4,439-74.5% | $4,291-73.6% |
| Admin fee / account holder | $1 | $1,057-99.9% | $5,619-100.0% | $1,588-100.0% |