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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,002 | $72,554-89.0% | $138,135-94.2% | $73,493-89.1% |
| Participation rate | 36.7% | 74.8%-38.1pp | 78.7%-42.0pp | 70.7%-34.0pp |
| Annual return | 14.19% | 17.50%-3.3pp | 20.51%-6.3pp | 28.51%-14.3pp |
| Employer contribution / active EE | $0 | $3,511-100.0% | $5,587-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,202 | $4,908-55.1% | $6,431-65.8% | $3,740-41.1% |
| Admin fee / account holder | $75 | $464-83.8% | $11,856-99.4% | $513-85.3% |