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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,510 | $60,989-50.0% | $60,906-49.9% | $66,938-54.4% |
| Participation rate | 32.9% | 74.5%-41.5pp | 73.1%-40.2pp | 69.8%-36.9pp |
| Annual return | -16.07% | -9.60%-6.5pp | 16.94%-33.0pp | 1.58%-17.6pp |
| Employer contribution / active EE | $486 | $2,661-81.7% | $2,703-82.0% | $2,545-80.9% |
| Participant deferral / active EE | $1,659 | $3,615-54.1% | $3,814-56.5% | $4,238-60.9% |
| Admin fee / account holder | $8 | $338-97.7% | $3,227-99.8% | $594-98.7% |