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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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $10,861 | $77,638-86.0% | $156,551-93.1% | $62,881-82.7% |
| Participation rate | 68.5% | 71.2%-2.7pp | 84.0%-15.5pp | 69.3%-0.8pp |
| Annual return | 6.20% | 50.33%-44.1pp | 32.23%-26.0pp | 20.14%-13.9pp |
| Employer contribution / active EE | $899 | $3,444-73.9% | $5,501-83.7% | $2,281-60.6% |
| Participant deferral / active EE | $712 | $3,046-76.6% | $4,871-85.4% | $3,203-77.8% |
| Admin fee / account holder | $0 | $5,561-100.0% | $13,028-100.0% | $4,296-100.0% |