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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $8,350 | $33,067-74.7% | $76,518-89.1% | $56,287-85.2% |
| Participation rate | 61.9% | 55.4%+6.6pp | 68.0%-6.1pp | 69.9%-7.9pp |
| Annual return | -8.06% | 2.72%-10.8pp | -0.27%-7.8pp | -9.96%+1.9pp |
| Employer contribution / active EE | $0 | $1,200-100.0% | $2,647-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,728 | $2,240-22.8% | $3,836-54.9% | $3,350-48.4% |
| Admin fee / account holder | $43 | $537-92.0% | $4,849-99.1% | $521-91.8% |