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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $30,149 | $91,439-67.0% | $135,974-77.8% | $71,511-57.8% |
| Participation rate | 32.3% | 75.7%-43.4pp | 81.9%-49.6pp | 67.9%-35.6pp |
| Annual return | 18.49% | 29.90%-11.4pp | 68.30%-49.8pp | 28.86%-10.4pp |
| Employer contribution / active EE | $0 | $3,705-100.0% | $4,859-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $2,068 | $7,093-70.8% | $7,760-73.3% | $4,291-51.8% |
| Admin fee / account holder | $7 | $1,267-99.5% | $10,767-99.9% | $1,588-99.6% |