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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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,972 | $63,768-48.3% | $98,506-66.5% | $79,389-58.5% |
| Participation rate | 53.3% | 69.9%-16.6pp | 73.3%-20.1pp | 70.7%-17.4pp |
| Annual return | 14.14% | 626.18%-612.0pp | 1494.92%-1480.8pp | 116.89%-102.7pp |
| Employer contribution / active EE | $738 | $2,558-71.1% | $2,961-75.1% | $2,428-69.6% |
| Participant deferral / active EE | $4,062 | $3,305+22.9% | $4,277-5.0% | $4,046+0.4% |
| Admin fee / account holder | $23 | $516-95.5% | $5,955-99.6% | $626-96.3% |