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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 | $3,052 | $58,726-94.8% | $92,240-96.7% | $62,293-95.1% |
| Participation rate | 69.8% | 68.3%+1.5pp | 76.5%-6.7pp | 69.5%+0.3pp |
| Annual return | 52.86% | 43.62%+9.2pp | 176.29%-123.4pp | 28.90%+24.0pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $3,680-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $750 | $2,766-72.9% | $3,897-80.8% | $3,169-76.3% |
| Admin fee / account holder | $1 | $556-99.9% | $5,194-100.0% | $479-99.8% |