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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.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $19,996 | $66,051-69.7% | $92,915-78.5% | $77,775-74.3% |
| Participation rate | 61.6% | 81.0%-19.4pp | 76.0%-14.4pp | 73.2%-11.6pp |
| Annual return | 17.45% | 20.69%-3.2pp | 109.45%-92.0pp | 32.58%-15.1pp |
| Employer contribution / active EE | $1,673 | $3,426-51.2% | $3,653-54.2% | $2,504-33.2% |
| Participant deferral / active EE | $350 | $3,013-88.4% | $4,238-91.7% | $3,966-91.2% |
| Admin fee / account holder | $1 | $148-99.5% | $5,796-100.0% | $100-99.3% |