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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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $26,157 | $48,064-45.6% | $78,778-66.8% | $69,631-62.4% |
| Participation rate | 26.6% | 61.6%-35.0pp | 69.2%-42.6pp | 70.7%-44.1pp |
| Annual return | 16.47% | 21.81%-5.3pp | 35.62%-19.1pp | 27571.02%-27554.5pp |
| Employer contribution / active EE | $0 | $744-100.0% | $1,986-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,398 | $2,079-32.8% | $2,958-52.7% | $3,224-56.6% |
| Admin fee / account holder | $5 | $152-97.0% | $5,134-99.9% | $110-95.9% |