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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 | $8,712 | $31,388-72.2% | $73,550-88.2% | $62,293-86.0% |
| Participation rate | 64.2% | 39.9%+24.3pp | 54.9%+9.3pp | 69.5%-5.3pp |
| Annual return | 27.11% | 25.34%+1.8pp | -15.16%+42.3pp | 28.90%-1.8pp |
| Employer contribution / active EE | $0 | $498-100.0% | $1,219-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,423 | $1,028+232.9% | $1,804+89.8% | $3,169+8.0% |
| Admin fee / account holder | $5 | $299-98.4% | $2,320-99.8% | $479-99.0% |