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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 | $10,970 | $77,638-85.9% | $156,551-93.0% | $62,881-82.6% |
| Participation rate | 58.2% | 71.2%-13.0pp | 84.0%-25.9pp | 69.3%-11.1pp |
| Annual return | 31.17% | 50.33%-19.2pp | 32.23%-1.1pp | 20.14%+11.0pp |
| Employer contribution / active EE | $262 | $3,444-92.4% | $5,501-95.2% | $2,281-88.5% |
| Participant deferral / active EE | $1,285 | $3,046-57.8% | $4,871-73.6% | $3,203-59.9% |
| Admin fee / account holder | $86 | $5,561-98.5% | $13,028-99.3% | $4,296-98.0% |