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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 | $27,166 | $54,757-50.4% | $90,304-69.9% | $72,975-62.8% |
| Participation rate | 57.0% | 65.2%-8.2pp | 73.3%-16.3pp | 69.5%-12.5pp |
| Annual return | 21.02% | 30.63%-9.6pp | 78.13%-57.1pp | 81.01%-60.0pp |
| Employer contribution / active EE | $837 | $2,093-60.0% | $2,855-70.7% | $2,440-65.7% |
| Participant deferral / active EE | $2,773 | $2,887-4.0% | $3,885-28.6% | $3,608-23.1% |
| Admin fee / account holder | $0 | $3,973-100.0% | $5,354-100.0% | $5,124-100.0% |