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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.
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 | $7,927 | $49,177-83.9% | $79,466-90.0% | $64,173-87.6% |
| Participation rate | 64.7% | 65.0%-0.3pp | 73.3%-8.6pp | 69.6%-4.9pp |
| Annual return | -7.77% | -1.16%-6.6pp | 718.28%-726.0pp | 7.63%-15.4pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,471 | $2,821-47.9% | $3,704-60.3% | $3,470-57.6% |
| Admin fee / account holder | $17 | $3,839-99.6% | $5,104-99.7% | $4,887-99.7% |