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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 | $51,887 | $46,732+11.0% | $156,551-66.9% | $55,167-5.9% |
| Participation rate | 67.9% | 65.8%+2.1pp | 84.0%-16.2pp | 69.0%-1.1pp |
| Annual return | 6.83% | 17.72%-10.9pp | 32.23%-25.4pp | 169.23%-162.4pp |
| Employer contribution / active EE | $1,156 | $2,105-45.1% | $5,501-79.0% | $1,963-41.1% |
| Participant deferral / active EE | $2,626 | $2,204+19.1% | $4,871-46.1% | $3,054-14.0% |
| Admin fee / account holder | $5 | $418-98.7% | $13,028-100.0% | $504-99.0% |