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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.
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 | $7,734 | $25,723-69.9% | $69,182-88.8% | $55,167-86.0% |
| Participation rate | 40.3% | 39.4%+0.9pp | 55.1%-14.8pp | 69.0%-28.7pp |
| Annual return | 11.37% | 9.56%+1.8pp | -21.93%+33.3pp | 169.23%-157.9pp |
| Employer contribution / active EE | $635 | $480+32.1% | $1,206-47.4% | $1,963-67.6% |
| Participant deferral / active EE | $1,075 | $963+11.6% | $1,897-43.3% | $3,054-64.8% |
| Admin fee / account holder | $120 | $365-67.1% | $2,697-95.6% | $504-76.2% |