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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 | $34,311 | $80,753-57.5% | $136,298-74.8% | $62,293-44.9% |
| Participation rate | 45.6% | 73.5%-27.9pp | 81.9%-36.3pp | 69.5%-23.9pp |
| Annual return | 32.96% | 35.83%-2.9pp | 5156.27%-5123.3pp | 28.90%+4.1pp |
| Employer contribution / active EE | $813 | $2,884-71.8% | $4,696-82.7% | $2,042-60.2% |
| Participant deferral / active EE | $1,161 | $5,164-77.5% | $6,247-81.4% | $3,169-63.4% |
| Admin fee / account holder | $94 | $525-82.0% | $9,244-99.0% | $479-80.3% |