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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 | $22,580 | $52,467-57.0% | $57,196-60.5% | $55,167-59.1% |
| Participation rate | 59.6% | 75.8%-16.2pp | 75.3%-15.7pp | 69.0%-9.4pp |
| Annual return | 89.64% | 7.72%+81.9pp | 14.59%+75.0pp | 169.23%-79.6pp |
| Employer contribution / active EE | $909 | $2,477-63.3% | $2,683-66.1% | $1,963-53.7% |
| Participant deferral / active EE | $1,014 | $2,830-64.2% | $3,096-67.3% | $3,054-66.8% |
| Admin fee / account holder | $21 | $269-92.1% | $3,141-99.3% | $504-95.8% |