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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,925 | $45,719-65.2% | $96,171-83.4% | $93,010-82.9% |
| Participation rate | 63.4% | 45.8%+17.6pp | 68.4%-5.0pp | 73.9%-10.5pp |
| Annual return | 133.33% | 3211.95%-3078.6pp | 192.04%-58.7pp | 158.70%-25.4pp |
| Employer contribution / active EE | $880 | $1,139-22.7% | $2,799-68.6% | $2,705-67.5% |
| Participant deferral / active EE | $0 | $2,344-100.0% | $4,350-100.0% | $4,561-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $5,538-100.0% | $152-100.0% |