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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $10,870 | $65,322-83.4% | $70,476-84.6% | $73,493-85.2% |
| Participation rate | 68.7% | 77.0%-8.2pp | 75.1%-6.4pp | 70.7%-2.0pp |
| Annual return | 10.50% | 15.71%-5.2pp | 109.12%-98.6pp | 28.51%-18.0pp |
| Employer contribution / active EE | $505 | $2,460-79.5% | $2,738-81.5% | $2,270-77.7% |
| Participant deferral / active EE | $2,476 | $3,375-26.6% | $3,710-33.3% | $3,740-33.8% |
| Admin fee / account holder | $3 | $214-98.5% | $3,847-99.9% | $513-99.4% |