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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 | $12,095 | $31,388-61.5% | $73,550-83.6% | $62,293-80.6% |
| Participation rate | 48.0% | 39.9%+8.1pp | 54.9%-6.9pp | 69.5%-21.5pp |
| Annual return | 14.68% | 25.34%-10.7pp | -15.16%+29.8pp | 28.90%-14.2pp |
| Employer contribution / active EE | $74 | $498-85.1% | $1,219-93.9% | $2,042-96.4% |
| Participant deferral / active EE | $527 | $1,028-48.8% | $1,804-70.8% | $3,169-83.4% |
| Admin fee / account holder | $47 | $299-84.3% | $2,320-98.0% | $479-90.2% |