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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $17,269 | $155,795-88.9% | $136,298-87.3% | $69,631-75.2% |
| Participation rate | 29.3% | 75.2%-45.9pp | 81.9%-52.6pp | 70.7%-41.3pp |
| Annual return | 17.22% | 232464.33%-232447.1pp | 5156.27%-5139.0pp | 27571.02%-27553.8pp |
| Employer contribution / active EE | $905 | $2,991-69.7% | $4,696-80.7% | $2,032-55.5% |
| Participant deferral / active EE | $1,562 | $5,394-71.0% | $6,247-75.0% | $3,224-51.5% |
| Admin fee / account holder | $31 | $128-75.6% | $9,244-99.7% | $110-71.6% |