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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.
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 | $70,079 | $70,002+0.1% | $115,037-39.1% | $52,331+33.9% |
| Participation rate | 35.5% | 72.1%-36.7pp | 81.4%-45.9pp | 68.1%-32.7pp |
| Annual return | 0.88% | 4.04%-3.2pp | 26.14%-25.3pp | 4.54%-3.7pp |
| Employer contribution / active EE | $141 | $2,715-94.8% | $4,608-96.9% | $1,882-92.5% |
| Participant deferral / active EE | $2,738 | $4,920-44.3% | $6,026-54.6% | $3,022-9.4% |
| Admin fee / account holder | $63 | $566-88.9% | $8,175-99.2% | $592-89.3% |