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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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.
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 | $12,518 | $52,961-76.4% | $172,755-92.8% | $65,185-80.8% |
| Participation rate | 38.0% | 66.2%-28.2pp | 82.6%-44.6pp | 70.2%-32.2pp |
| Annual return | 9.44% | 30.12%-20.7pp | 802.94%-793.5pp | 29.38%-19.9pp |
| Employer contribution / active EE | $674 | $2,190-69.2% | $5,144-86.9% | $2,177-69.0% |
| Participant deferral / active EE | $983 | $2,471-60.2% | $5,198-81.1% | $3,514-72.0% |
| Admin fee / account holder | $65 | $472-86.2% | $13,955-99.5% | $847-92.3% |