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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 | $13,945 | $60,795-77.1% | $69,483-79.9% | $65,186-78.6% |
| Participation rate | 63.3% | 74.9%-11.6pp | 74.6%-11.3pp | 70.2%-6.9pp |
| Annual return | 21.23% | 17.46%+3.8pp | 28.99%-7.8pp | 29.39%-8.2pp |
| Employer contribution / active EE | $686 | $2,452-72.0% | $2,780-75.3% | $2,177-68.5% |
| Participant deferral / active EE | $1,045 | $3,162-66.9% | $3,537-70.4% | $3,514-70.3% |
| Admin fee / account holder | $0 | $314-100.0% | $3,841-100.0% | $847-100.0% |