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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 | $70,243 | $64,909+8.2% | $82,312-14.7% | $62,293+12.8% |
| Participation rate | 44.2% | 74.9%-30.7pp | 76.9%-32.7pp | 69.5%-25.3pp |
| Annual return | 15.05% | 21.18%-6.1pp | 25.88%-10.8pp | 28.90%-13.8pp |
| Employer contribution / active EE | $1,362 | $1,676-18.7% | $2,428-43.9% | $2,042-33.3% |
| Participant deferral / active EE | $3,381 | $3,103+9.0% | $3,706-8.8% | $3,169+6.7% |
| Admin fee / account holder | $34 | $440-92.2% | $5,608-99.4% | $479-92.9% |