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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 | $7,018 | $36,916-81.0% | $156,551-95.5% | $57,658-87.8% |
| Participation rate | 35.0% | 63.4%-28.4pp | 84.0%-49.0pp | 70.2%-35.2pp |
| Annual return | 13.90% | 12.38%+1.5pp | 32.23%-18.3pp | 5.13%+8.8pp |
| Employer contribution / active EE | $574 | $1,571-63.5% | $5,501-89.6% | $1,974-70.9% |
| Participant deferral / active EE | $975 | $1,926-49.4% | $4,871-80.0% | $3,061-68.1% |
| Admin fee / account holder | $97 | $82+17.3% | $13,028-99.3% | $95+2.4% |