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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.
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 | $36,942 | $58,093-36.4% | $80,022-53.8% | $56,289-34.4% |
| Participation rate | 56.3% | 73.6%-17.3pp | 75.8%-19.5pp | 69.9%-13.5pp |
| Annual return | -1.02% | 34.63%-35.7pp | 11.22%-12.2pp | -9.96%+8.9pp |
| Employer contribution / active EE | $689 | $1,933-64.3% | $2,468-72.1% | $2,111-67.4% |
| Participant deferral / active EE | $919 | $3,136-70.7% | $3,686-75.1% | $3,350-72.6% |
| Admin fee / account holder | $0 | $623-100.0% | $6,521-100.0% | $521-100.0% |