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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 | $10,555 | $25,723-59.0% | $69,182-84.7% | $55,167-80.9% |
| Participation rate | 33.3% | 39.4%-6.1pp | 55.1%-21.8pp | 69.0%-35.7pp |
| Annual return | 14.06% | 9.56%+4.5pp | -21.93%+36.0pp | 169.23%-155.2pp |
| Employer contribution / active EE | $0 | $480-100.0% | $1,206-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,054 | $963+113.2% | $1,897+8.3% | $3,054-32.8% |
| Admin fee / account holder | $4 | $365-98.9% | $2,697-99.8% | $504-99.2% |