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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.
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 | $3,891 | $43,717-91.1% | $81,473-95.2% | $77,958-95.0% |
| Participation rate | 12.6% | 42.5%-29.9pp | 68.0%-55.3pp | 71.6%-59.0pp |
| Annual return | 37.39% | 23.83%+13.6pp | 38.78%-1.4pp | 20.87%+16.5pp |
| Employer contribution / active EE | $69 | $919-92.5% | $2,568-97.3% | $2,310-97.0% |
| Participant deferral / active EE | $164 | $1,783-90.8% | $3,537-95.4% | $3,537-95.4% |
| Admin fee / account holder | $6 | $108-94.2% | $4,561-99.9% | $97-93.6% |