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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.
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 | $22,825 | $86,341-73.6% | $125,195-81.8% | $65,186-65.0% |
| Participation rate | 39.6% | 75.3%-35.7pp | 79.8%-40.2pp | 70.2%-30.6pp |
| Annual return | 24.66% | 27.44%-2.8pp | 43.79%-19.1pp | 29.39%-4.7pp |
| Employer contribution / active EE | $1,327 | $2,040-34.9% | $3,866-65.7% | $2,177-39.0% |
| Participant deferral / active EE | $2,063 | $3,538-41.7% | $4,937-58.2% | $3,514-41.3% |
| Admin fee / account holder | $218 | $609-64.2% | $9,704-97.8% | $847-74.3% |