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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $29,893 | $50,637-41.0% | $86,582-65.5% | $62,293-52.0% |
| Participation rate | 55.8% | 67.9%-12.1pp | 73.5%-17.8pp | 69.5%-13.7pp |
| Annual return | 20.55% | 20.80%-0.2pp | 965.08%-944.5pp | 28.90%-8.3pp |
| Employer contribution / active EE | $572 | $2,075-72.5% | $2,839-79.9% | $2,042-72.0% |
| Participant deferral / active EE | $1,416 | $2,611-45.8% | $3,609-60.8% | $3,169-55.3% |
| Admin fee / account holder | $12 | $413-97.0% | $4,904-99.7% | $479-97.4% |