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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.
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 | $4,943 | $65,125-92.4% | $143,797-96.6% | $66,949-92.6% |
| Participation rate | 39.3% | 65.2%-25.9pp | 80.3%-41.0pp | 69.8%-30.5pp |
| Annual return | -18.80% | -11.13%-7.7pp | -0.04%-18.8pp | 1.57%-20.4pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,302 | $2,920-55.4% | $5,638-76.9% | $4,239-69.3% |
| Admin fee / account holder | $26 | $503-94.9% | $14,679-99.8% | $594-95.7% |