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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 | $8,228 | $54,573-84.9% | $90,970-91.0% | $73,493-88.8% |
| Participation rate | 30.6% | 61.2%-30.6pp | 69.0%-38.4pp | 70.7%-40.1pp |
| Annual return | 34.99% | 16.69%+18.3pp | 134.58%-99.6pp | 28.51%+6.5pp |
| Employer contribution / active EE | $0 | $991-100.0% | $2,122-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,292 | $2,517-48.7% | $3,373-61.7% | $3,740-65.5% |
| Admin fee / account holder | $8 | $521-98.5% | $5,960-99.9% | $513-98.5% |