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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $30,926 | $98,982-68.8% | $162,177-80.9% | $65,185-52.6% |
| Participation rate | 55.0% | 85.8%-30.8pp | 87.6%-32.5pp | 70.2%-15.2pp |
| Annual return | 19.62% | 24.84%-5.2pp | 115.60%-96.0pp | 29.38%-9.8pp |
| Employer contribution / active EE | $2,234 | $3,467-35.5% | $5,613-60.2% | $2,177+2.6% |
| Participant deferral / active EE | $4,496 | $5,384-16.5% | $7,297-38.4% | $3,514+28.0% |
| Admin fee / account holder | $57 | $596-90.5% | $10,843-99.5% | $847-93.3% |