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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $66,833 | $51,466+29.9% | $78,778-15.2% | $62,293+7.3% |
| Participation rate | 62.1% | 59.8%+2.3pp | 69.2%-7.1pp | 69.5%-7.4pp |
| Annual return | 15.52% | 19.96%-4.4pp | 35.62%-20.1pp | 28.90%-13.4pp |
| Employer contribution / active EE | $452 | $827-45.4% | $1,986-77.3% | $2,042-77.9% |
| Participant deferral / active EE | $2,875 | $2,147+33.9% | $2,958-2.8% | $3,169-9.3% |
| Admin fee / account holder | $3 | $489-99.4% | $5,134-99.9% | $479-99.4% |