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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 | $12,182 | $52,884-77.0% | $84,753-85.6% | $55,167-77.9% |
| Participation rate | 37.7% | 67.5%-29.8pp | 76.6%-38.9pp | 69.0%-31.3pp |
| Annual return | 4.77% | 18.03%-13.3pp | 22.78%-18.0pp | 169.23%-164.5pp |
| Employer contribution / active EE | $761 | $2,233-65.9% | $3,574-78.7% | $1,963-61.2% |
| Participant deferral / active EE | $2,058 | $2,644-22.2% | $3,712-44.6% | $3,054-32.6% |
| Admin fee / account holder | $38 | $581-93.5% | $5,333-99.3% | $504-92.5% |