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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 | $6,326 | $46,732-86.5% | $156,551-96.0% | $55,167-88.5% |
| Participation rate | 69.9% | 65.8%+4.1pp | 84.0%-14.2pp | 69.0%+0.9pp |
| Annual return | 20.41% | 17.72%+2.7pp | 32.23%-11.8pp | 169.23%-148.8pp |
| Employer contribution / active EE | $307 | $2,105-85.4% | $5,501-94.4% | $1,963-84.3% |
| Participant deferral / active EE | $441 | $2,204-80.0% | $4,871-90.9% | $3,054-85.6% |
| Admin fee / account holder | $118 | $418-71.9% | $13,028-99.1% | $504-76.6% |