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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $62,442 | $89,652-30.4% | $141,177-55.8% | $65,185-4.2% |
| Participation rate | 49.4% | 74.7%-25.3pp | 82.5%-33.1pp | 70.2%-20.8pp |
| Annual return | 28.34% | 32.79%-4.5pp | 71.40%-43.1pp | 29.38%-1.0pp |
| Employer contribution / active EE | $451 | $3,065-85.3% | $4,736-90.5% | $2,177-79.3% |
| Participant deferral / active EE | $4,169 | $5,691-26.7% | $6,710-37.9% | $3,514+18.6% |
| Admin fee / account holder | $292 | $569-48.6% | $10,263-97.2% | $847-65.5% |