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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.
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 | $2,746 | $52,967-94.8% | $172,753-98.4% | $65,186-95.8% |
| Participation rate | 67.4% | 66.2%+1.2pp | 82.6%-15.2pp | 70.2%-2.8pp |
| Annual return | 28.04% | 30.12%-2.1pp | 803.00%-775.0pp | 29.39%-1.3pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,144-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,349 | $2,471-45.4% | $5,198-74.0% | $3,514-61.6% |
| Admin fee / account holder | $25 | $472-94.6% | $13,956-99.8% | $847-97.0% |