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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 | $12,883 | $59,191-78.2% | $76,767-83.2% | $56,289-77.1% |
| Participation rate | 56.2% | 75.2%-19.0pp | 77.0%-20.8pp | 69.9%-13.7pp |
| Annual return | 0.87% | 6.62%-5.7pp | 2.43%-1.6pp | -9.96%+10.8pp |
| Employer contribution / active EE | $1,187 | $1,759-32.5% | $2,485-52.2% | $2,111-43.8% |
| Participant deferral / active EE | $2,405 | $3,255-26.1% | $3,852-37.6% | $3,350-28.2% |
| Admin fee / account holder | $26 | $489-94.7% | $6,675-99.6% | $521-95.0% |