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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).
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 | $7,654 | $39,859-80.8% | $78,676-90.3% | $57,658-86.7% |
| Participation rate | 33.2% | 66.1%-32.9pp | 73.6%-40.3pp | 70.2%-37.0pp |
| Annual return | 41.87% | 18.96%+22.9pp | 62.19%-20.3pp | 5.13%+36.7pp |
| Employer contribution / active EE | $357 | $1,786-80.0% | $2,850-87.5% | $1,974-81.9% |
| Participant deferral / active EE | $719 | $2,248-68.0% | $3,517-79.6% | $3,061-76.5% |
| Admin fee / account holder | $31 | $76-59.2% | $4,510-99.3% | $95-67.1% |