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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 | $8,176 | $55,453-85.3% | $170,435-95.2% | $62,293-86.9% |
| Participation rate | 63.6% | 66.4%-2.8pp | 83.6%-20.0pp | 69.5%-5.9pp |
| Annual return | 14.16% | 21.38%-7.2pp | 205.94%-191.8pp | 28.90%-14.7pp |
| Employer contribution / active EE | $519 | $2,164-76.0% | $5,432-90.4% | $2,042-74.6% |
| Participant deferral / active EE | $1,007 | $2,303-56.3% | $4,939-79.6% | $3,169-68.2% |
| Admin fee / account holder | $124 | $455-72.8% | $13,881-99.1% | $479-74.2% |