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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 | $16,874 | $46,732-63.9% | $156,551-89.2% | $55,167-69.4% |
| Participation rate | 44.2% | 65.8%-21.6pp | 84.0%-39.8pp | 69.0%-24.7pp |
| Annual return | 5.10% | 17.72%-12.6pp | 32.23%-27.1pp | 169.23%-164.1pp |
| Employer contribution / active EE | $586 | $2,105-72.2% | $5,501-89.3% | $1,963-70.1% |
| Participant deferral / active EE | $590 | $2,204-73.2% | $4,871-87.9% | $3,054-80.7% |
| Admin fee / account holder | $8 | $418-98.2% | $13,028-99.9% | $504-98.5% |