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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $30,295 | $69,977-56.7% | $108,582-72.1% | $62,881-51.8% |
| Participation rate | 41.2% | 72.9%-31.7pp | 79.6%-38.3pp | 69.3%-28.1pp |
| Annual return | 9.18% | 10.73%-1.5pp | -51.70%+60.9pp | 20.14%-11.0pp |
| Employer contribution / active EE | $544 | $2,135-74.5% | $3,758-85.5% | $2,281-76.2% |
| Participant deferral / active EE | $1,334 | $3,165-57.8% | $4,311-69.1% | $3,203-58.4% |
| Admin fee / account holder | $16 | $5,076-99.7% | $7,645-99.8% | $4,296-99.6% |