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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 | $3,514 | $41,467-91.5% | $67,313-94.8% | $55,725-93.7% |
| Participation rate | 31.5% | 62.5%-31.0pp | 69.1%-37.6pp | 70.9%-39.3pp |
| Annual return | 64.91% | 0.82%+64.1pp | -4.08%+69.0pp | 244.93%-180.0pp |
| Employer contribution / active EE | $421 | $1,316-68.0% | $2,566-83.6% | $2,078-79.7% |
| Participant deferral / active EE | $921 | $2,399-61.6% | $3,568-74.2% | $3,356-72.5% |
| Admin fee / account holder | $0 | $102-100.0% | $4,507-100.0% | $115-100.0% |