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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 | $12,707 | $46,297-72.6% | $71,671-82.3% | $62,293-79.6% |
| Participation rate | 52.0% | 60.6%-8.6pp | 68.7%-16.7pp | 69.5%-17.5pp |
| Annual return | 86.58% | 22.32%+64.3pp | 20.65%+65.9pp | 28.90%+57.7pp |
| Employer contribution / active EE | $0 | $1,412-100.0% | $2,460-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,998 | $2,235+34.1% | $3,438-12.8% | $3,169-5.4% |
| Admin fee / account holder | $53 | $461-88.5% | $5,558-99.1% | $479-89.0% |