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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,911 | $57,976-39.8% | $63,018-44.6% | $62,293-44.0% |
| Participation rate | 43.8% | 75.9%-32.1pp | 74.8%-31.0pp | 69.5%-25.7pp |
| Annual return | 14.54% | 17.54%-3.0pp | 87.62%-73.1pp | 28.90%-14.4pp |
| Employer contribution / active EE | $900 | $2,415-62.7% | $2,761-67.4% | $2,042-56.0% |
| Participant deferral / active EE | $534 | $2,956-81.9% | $3,330-84.0% | $3,169-83.1% |
| Admin fee / account holder | $0 | $276-100.0% | $3,601-100.0% | $479-100.0% |