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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.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,931 | $52,884-68.0% | $84,753-80.0% | $55,167-69.3% |
| Participation rate | 67.2% | 67.5%-0.3pp | 76.6%-9.4pp | 69.0%-1.8pp |
| Annual return | 6.00% | 18.03%-12.0pp | 22.78%-16.8pp | 169.23%-163.2pp |
| Employer contribution / active EE | $705 | $2,233-68.4% | $3,574-80.3% | $1,963-64.1% |
| Participant deferral / active EE | $1,802 | $2,644-31.8% | $3,712-51.5% | $3,054-41.0% |
| Admin fee / account holder | $151 | $581-73.9% | $5,333-97.2% | $504-70.0% |