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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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.
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 | $2,857 | $39,819-92.8% | $67,834-95.8% | $57,658-95.0% |
| Participation rate | 37.8% | 61.2%-23.4pp | 68.8%-31.0pp | 70.2%-32.4pp |
| Annual return | 10.78% | 9.19%+1.6pp | 138.47%-127.7pp | 5.13%+5.6pp |
| Employer contribution / active EE | $0 | $1,277-100.0% | $2,403-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $646 | $2,209-70.8% | $3,160-79.5% | $3,061-78.9% |
| Admin fee / account holder | $9 | $84-89.5% | $4,622-99.8% | $95-90.7% |