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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 | $22,332 | $75,183-70.3% | $123,894-82.0% | $55,167-59.5% |
| Participation rate | 39.2% | 72.8%-33.7pp | 81.4%-42.3pp | 69.0%-29.8pp |
| Annual return | 7.42% | 19.01%-11.6pp | 47.52%-40.1pp | 169.23%-161.8pp |
| Employer contribution / active EE | $639 | $2,823-77.4% | $4,617-86.2% | $1,963-67.4% |
| Participant deferral / active EE | $1,437 | $5,084-71.7% | $5,984-76.0% | $3,054-52.9% |
| Admin fee / account holder | $138 | $663-79.2% | $8,357-98.4% | $504-72.7% |