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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.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,718 | $60,989-75.9% | $60,919-75.8% | $66,949-78.0% |
| Participation rate | 58.0% | 74.5%-16.5pp | 73.1%-15.1pp | 69.8%-11.9pp |
| Annual return | -12.50% | -9.60%-2.9pp | 16.96%-29.5pp | 1.57%-14.1pp |
| Employer contribution / active EE | $692 | $2,661-74.0% | $2,704-74.4% | $2,545-72.8% |
| Participant deferral / active EE | $1,761 | $3,615-51.3% | $3,814-53.8% | $4,239-58.5% |
| Admin fee / account holder | $109 | $338-67.9% | $3,228-96.6% | $594-81.7% |