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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 | $5,047 | $46,966-89.3% | $185,117-97.3% | $69,631-92.8% |
| Participation rate | 43.7% | 65.3%-21.6pp | 77.3%-33.6pp | 70.7%-27.0pp |
| Annual return | 0.00% | 22.36%-22.4pp | 40.50%-40.5pp | 27571.02%-27571.0pp |
| Employer contribution / active EE | $874 | $1,360-35.8% | $4,182-79.1% | $2,032-57.0% |
| Participant deferral / active EE | $1,534 | $3,017-49.2% | $5,045-69.6% | $3,224-52.4% |
| Admin fee / account holder | $9 | $94-90.2% | $8,159-99.9% | $110-91.7% |