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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.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,371 | $80,753-83.4% | $136,298-90.2% | $62,293-78.5% |
| Participation rate | 47.3% | 73.5%-26.3pp | 81.9%-34.6pp | 69.5%-22.2pp |
| Annual return | 75.58% | 35.83%+39.7pp | 5156.27%-5080.7pp | 28.90%+46.7pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,696-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $4,078 | $5,164-21.0% | $6,247-34.7% | $3,169+28.7% |
| Admin fee / account holder | $15 | $525-97.1% | $9,244-99.8% | $479-96.8% |