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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 | $115,073 | $55,449+107.5% | $83,850+37.2% | $56,287+104.4% |
| Participation rate | 31.1% | 68.0%-36.9pp | 76.1%-45.0pp | 69.9%-38.7pp |
| Annual return | -2.98% | -1.38%-1.6pp | 850.92%-853.9pp | -9.96%+7.0pp |
| Employer contribution / active EE | $1,737 | $2,430-28.5% | $3,631-52.2% | $2,111-17.7% |
| Participant deferral / active EE | $2,146 | $2,935-26.9% | $4,082-47.4% | $3,350-35.9% |
| Admin fee / account holder | $191 | $656-70.9% | $5,478-96.5% | $521-63.3% |