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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,263 | $55,453-81.5% | $170,435-94.0% | $62,293-83.5% |
| Participation rate | 26.0% | 66.4%-40.4pp | 83.6%-57.6pp | 69.5%-43.5pp |
| Annual return | 19.20% | 21.38%-2.2pp | 205.94%-186.7pp | 28.90%-9.7pp |
| Employer contribution / active EE | $215 | $2,164-90.1% | $5,432-96.0% | $2,042-89.5% |
| Participant deferral / active EE | $790 | $2,303-65.7% | $4,939-84.0% | $3,169-75.1% |
| Admin fee / account holder | $0 | $455-100.0% | $13,881-100.0% | $479-100.0% |