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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.
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 | $57,021 | $64,909-12.2% | $82,312-30.7% | $62,293-8.5% |
| Participation rate | 53.8% | 74.9%-21.1pp | 76.9%-23.1pp | 69.5%-15.7pp |
| Annual return | 13.81% | 21.18%-7.4pp | 25.88%-12.1pp | 28.90%-15.1pp |
| Employer contribution / active EE | $390 | $1,676-76.7% | $2,428-83.9% | $2,042-80.9% |
| Participant deferral / active EE | $2,599 | $3,103-16.3% | $3,706-29.9% | $3,169-18.0% |
| Admin fee / account holder | $0 | $440-100.0% | $5,608-100.0% | $479-100.0% |