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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 | $4,420 | $89,652-95.1% | $141,177-96.9% | $65,185-93.2% |
| Participation rate | 34.7% | 74.7%-40.0pp | 82.5%-47.8pp | 70.2%-35.5pp |
| Annual return | 26.00% | 32.79%-6.8pp | 71.40%-45.4pp | 29.38%-3.4pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,736-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $517 | $5,691-90.9% | $6,710-92.3% | $3,514-85.3% |
| Admin fee / account holder | $48 | $569-91.5% | $10,263-99.5% | $847-94.3% |