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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).
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 | $7,137 | $29,369-75.7% | $77,513-90.8% | $73,412-90.3% |
| Participation rate | 16.2% | 37.9%-21.8pp | 54.2%-38.0pp | 72.2%-56.0pp |
| Annual return | 22.11% | 358.15%-336.0pp | 54.81%-32.7pp | 59.30%-37.2pp |
| Employer contribution / active EE | $92 | $406-77.2% | $987-90.6% | $2,234-95.9% |
| Participant deferral / active EE | $151 | $941-83.9% | $1,861-91.9% | $3,806-96.0% |
| Admin fee / account holder | $3 | $123-97.3% | $2,859-99.9% | $158-97.9% |