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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 | $6,789 | $58,888-88.5% | $178,499-96.2% | $73,493-90.8% |
| Participation rate | 48.6% | 66.2%-17.7pp | 81.9%-33.4pp | 70.7%-22.1pp |
| Annual return | 8.88% | 24.86%-16.0pp | 151.10%-142.2pp | 28.51%-19.6pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,376 | $2,568-46.4% | $5,202-73.6% | $3,740-63.2% |
| Admin fee / account holder | $33 | $400-91.8% | $13,986-99.8% | $513-93.6% |