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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.
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 | $7,625 | $75,388-89.9% | $123,553-93.8% | $55,725-86.3% |
| Participation rate | 57.7% | 75.7%-17.9pp | 82.3%-24.5pp | 70.9%-13.1pp |
| Annual return | -6.48% | 4.48%-11.0pp | 119.21%-125.7pp | 244.93%-251.4pp |
| Employer contribution / active EE | $1,578 | $3,063-48.5% | $4,628-65.9% | $2,078-24.1% |
| Participant deferral / active EE | $2,394 | $5,651-57.6% | $6,426-62.7% | $3,356-28.7% |
| Admin fee / account holder | $22 | $120-82.0% | $9,284-99.8% | $115-81.2% |