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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $39,544 | $31,679+24.8% | $74,722-47.1% | $65,185-39.3% |
| Participation rate | 29.9% | 40.4%-10.5pp | 54.5%-24.6pp | 70.2%-40.3pp |
| Annual return | 22.97% | 39.04%-16.1pp | 753.11%-730.1pp | 29.38%-6.4pp |
| Employer contribution / active EE | $78 | $566-86.3% | $1,084-92.8% | $2,177-96.4% |
| Participant deferral / active EE | $1,380 | $1,191+15.9% | $1,963-29.7% | $3,514-60.7% |
| Admin fee / account holder | $15 | $379-96.1% | $3,335-99.6% | $847-98.3% |