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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 | $58,264-56.2% | $86,605-70.5% | $71,476-64.3% |
| Participation rate | 25.6% | 65.0%-39.4pp | 71.7%-46.1pp | 67.9%-42.3pp |
| Annual return | 16.20% | 21.63%-5.4pp | 591.39%-575.2pp | 28.85%-12.6pp |
| Employer contribution / active EE | $483 | $2,574-81.2% | $3,023-84.0% | $2,589-81.4% |
| Participant deferral / active EE | $1,132 | $3,436-67.1% | $4,438-74.5% | $4,290-73.6% |
| Admin fee / account holder | $1 | $1,057-99.9% | $5,611-100.0% | $1,587-100.0% |