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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 | $8,261 | $50,898-83.8% | $171,082-95.2% | $55,167-85.0% |
| Participation rate | 38.8% | 63.3%-24.4pp | 76.7%-37.9pp | 69.0%-30.2pp |
| Annual return | 8.33% | 15.34%-7.0pp | 32.56%-24.2pp | 169.23%-160.9pp |
| Employer contribution / active EE | $708 | $1,433-50.6% | $4,002-82.3% | $1,963-63.9% |
| Participant deferral / active EE | $1,289 | $2,994-57.0% | $4,797-73.1% | $3,054-57.8% |
| Admin fee / account holder | $9 | $500-98.1% | $8,520-99.9% | $504-98.1% |