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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 | $16,821 | $55,122-69.5% | $104,625-83.9% | $73,493-77.1% |
| Participation rate | 61.0% | 67.7%-6.7pp | 74.1%-13.1pp | 70.7%-9.7pp |
| Annual return | 209.71% | 24.77%+184.9pp | 340.60%-130.9pp | 28.51%+181.2pp |
| Employer contribution / active EE | $738 | $1,464-49.6% | $2,681-72.5% | $2,270-67.5% |
| Participant deferral / active EE | $1,557 | $2,919-46.7% | $3,738-58.3% | $3,740-58.4% |
| Admin fee / account holder | $19 | $423-95.5% | $6,465-99.7% | $513-96.3% |