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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $26,285 | $61,172-57.0% | $185,851-85.9% | $79,389-66.9% |
| Participation rate | 42.0% | 66.6%-24.6pp | 81.7%-39.7pp | 70.7%-28.7pp |
| Annual return | 12.45% | 19.45%-7.0pp | 122.11%-109.7pp | 116.89%-104.4pp |
| Employer contribution / active EE | $0 | $2,321-100.0% | $5,168-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $761 | $2,788-72.7% | $5,569-86.3% | $4,046-81.2% |
| Admin fee / account holder | $0 | $710-100.0% | $16,245-100.0% | $626-100.0% |