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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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,221 | $72,639-76.3% | $90,766-81.0% | $66,949-74.3% |
| Participation rate | 48.6% | 73.7%-25.1pp | 75.7%-27.1pp | 69.8%-21.3pp |
| Annual return | -17.79% | -12.28%-5.5pp | -12.16%-5.6pp | 1.57%-19.4pp |
| Employer contribution / active EE | $1,263 | $2,369-46.7% | $2,922-56.8% | $2,545-50.4% |
| Participant deferral / active EE | $1,469 | $3,979-63.1% | $4,565-67.8% | $4,239-65.3% |
| Admin fee / account holder | $84 | $708-88.1% | $8,446-99.0% | $594-85.8% |