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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 | $12,945 | $58,726-78.0% | $92,240-86.0% | $62,293-79.2% |
| Participation rate | 58.7% | 68.3%-9.7pp | 76.5%-17.8pp | 69.5%-10.8pp |
| Annual return | 14.97% | 43.62%-28.7pp | 176.29%-161.3pp | 28.90%-13.9pp |
| Employer contribution / active EE | $1,561 | $2,392-34.7% | $3,680-57.6% | $2,042-23.6% |
| Participant deferral / active EE | $407 | $2,766-85.3% | $3,897-89.6% | $3,169-87.2% |
| Admin fee / account holder | $110 | $556-80.2% | $5,194-97.9% | $479-77.1% |