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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $22,014 | $73,638-70.1% | $95,964-77.1% | $73,497-70.0% |
| Participation rate | 68.7% | 76.2%-7.5pp | 77.1%-8.4pp | 70.7%-2.0pp |
| Annual return | -7.45% | 16.78%-24.2pp | 91.64%-99.1pp | 28.51%-36.0pp |
| Employer contribution / active EE | $1,655 | $1,863-11.2% | $2,541-34.9% | $2,270-27.1% |
| Participant deferral / active EE | $2,491 | $3,617-31.1% | $4,167-40.2% | $3,740-33.4% |
| Admin fee / account holder | $13 | $482-97.2% | $6,797-99.8% | $513-97.4% |