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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $8,333 | $37,418-77.7% | $77,081-89.2% | $77,906-89.3% |
| Participation rate | 40.8% | 46.9%-6.1pp | 67.9%-27.1pp | 73.7%-32.9pp |
| Annual return | -21.33% | -7.13%-14.2pp | 42.33%-63.7pp | 12.16%-33.5pp |
| Employer contribution / active EE | $177 | $1,200-85.3% | $2,813-93.7% | $2,846-93.8% |
| Participant deferral / active EE | $514 | $2,572-80.0% | $4,428-88.4% | $4,805-89.3% |
| Admin fee / account holder | $0 | $126-100.0% | $5,427-100.0% | $133-100.0% |