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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,387 | $47,105-52.5% | $68,368-67.3% | $67,986-67.1% |
| Participation rate | 35.1% | 51.8%-16.7pp | 73.8%-38.6pp | 57.2%-22.1pp |
| Annual return | 13.97% | 48.37%-34.4pp | 292.57%-278.6pp | 31.67%-17.7pp |
| Employer contribution / active EE | $141 | $1,859-92.4% | $2,649-94.7% | $2,019-93.0% |
| Participant deferral / active EE | $792 | $2,374-66.6% | $4,123-80.8% | $3,358-76.4% |
| Admin fee / account holder | $66 | $2,435-97.3% | $5,150-98.7% | $3,203-97.9% |