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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 | $13,065 | $49,138-73.4% | $84,020-84.5% | $65,185-80.0% |
| Participation rate | 45.3% | 60.7%-15.5pp | 69.0%-23.7pp | 70.2%-24.9pp |
| Annual return | 20.07% | 23.00%-2.9pp | 71.31%-51.2pp | 29.38%-9.3pp |
| Employer contribution / active EE | $864 | $914-5.5% | $1,984-56.5% | $2,177-60.3% |
| Participant deferral / active EE | $1,114 | $2,397-53.5% | $3,239-65.6% | $3,514-68.3% |
| Admin fee / account holder | $40 | $543-92.6% | $6,101-99.3% | $847-95.3% |