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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $33,780 | $63,314-46.6% | $91,004-62.9% | $62,293-45.8% |
| Participation rate | 56.6% | 73.3%-16.7pp | 75.6%-19.0pp | 69.5%-12.9pp |
| Annual return | 19.37% | 21.00%-1.6pp | 4.60%+14.8pp | 28.90%-9.5pp |
| Employer contribution / active EE | $0 | $1,807-100.0% | $2,456-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,692 | $2,944-42.5% | $3,548-52.3% | $3,169-46.6% |
| Admin fee / account holder | $0 | $468-100.0% | $5,417-100.0% | $479-100.0% |