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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,231 | $76,696-59.3% | $96,538-67.6% | $71,529-56.3% |
| Participation rate | 36.9% | 66.6%-29.7pp | 74.3%-37.5pp | 67.9%-31.1pp |
| Annual return | 22.56% | 48.32%-25.8pp | 35.74%-13.2pp | 28.97%-6.4pp |
| Employer contribution / active EE | $1,206 | $3,032-60.2% | $3,740-67.8% | $2,590-53.4% |
| Participant deferral / active EE | $1,458 | $3,770-61.3% | $4,880-70.1% | $4,291-66.0% |
| Admin fee / account holder | $19 | $2,030-99.1% | $6,737-99.7% | $1,588-98.8% |