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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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $2,133 | $54,573-96.1% | $90,970-97.7% | $73,493-97.1% |
| Participation rate | 53.1% | 61.2%-8.1pp | 69.0%-15.9pp | 70.7%-17.6pp |
| Annual return | 16.71% | 16.69%0pp | 134.58%-117.9pp | 28.51%-11.8pp |
| Employer contribution / active EE | $0 | $991-100.0% | $2,122-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $597 | $2,517-76.3% | $3,373-82.3% | $3,740-84.0% |
| Admin fee / account holder | $10 | $521-98.2% | $5,960-99.8% | $513-98.1% |