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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 | $13,525 | $62,928-78.5% | $172,755-92.2% | $67,579-80.0% |
| Participation rate | 37.7% | 64.5%-26.8pp | 82.6%-45.0pp | 71.3%-33.6pp |
| Annual return | 17.77% | 30.36%-12.6pp | 802.94%-785.2pp | 378.56%-360.8pp |
| Employer contribution / active EE | $294 | $1,636-82.0% | $5,144-94.3% | $2,148-86.3% |
| Participant deferral / active EE | $524 | $2,145-75.6% | $5,198-89.9% | $3,539-85.2% |
| Admin fee / account holder | $3 | $167-98.3% | $13,955-100.0% | $142-98.0% |