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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 | $12,731 | $55,453-77.0% | $170,435-92.5% | $62,293-79.6% |
| Participation rate | 62.6% | 66.4%-3.8pp | 83.6%-21.0pp | 69.5%-6.9pp |
| Annual return | 30.59% | 21.38%+9.2pp | 205.94%-175.3pp | 28.90%+1.7pp |
| Employer contribution / active EE | $304 | $2,164-85.9% | $5,432-94.4% | $2,042-85.1% |
| Participant deferral / active EE | $1,155 | $2,303-49.8% | $4,939-76.6% | $3,169-63.6% |
| Admin fee / account holder | $23 | $455-94.9% | $13,881-99.8% | $479-95.2% |