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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $26,669 | $65,125-59.0% | $143,797-81.5% | $66,949-60.2% |
| Participation rate | 66.0% | 65.2%+0.8pp | 80.3%-14.3pp | 69.8%-3.8pp |
| Annual return | -7.09% | -11.13%+4.0pp | -0.04%-7.1pp | 1.57%-8.7pp |
| Employer contribution / active EE | $927 | $2,362-60.8% | $4,952-81.3% | $2,545-63.6% |
| Participant deferral / active EE | $1,005 | $2,920-65.6% | $5,638-82.2% | $4,239-76.3% |
| Admin fee / account holder | $38 | $503-92.4% | $14,679-99.7% | $594-93.6% |