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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 | $43,730-48.8% | $66,674-66.4% | $64,097-65.1% |
| Participation rate | 35.1% | 50.7%-15.6pp | 73.7%-38.5pp | 55.2%-20.1pp |
| Annual return | 13.97% | 53.62%-39.6pp | 321.24%-307.3pp | 34.64%-20.7pp |
| Employer contribution / active EE | $141 | $1,673-91.6% | $2,620-94.6% | $1,891-92.5% |
| Participant deferral / active EE | $792 | $2,122-62.7% | $4,084-80.6% | $3,080-74.3% |
| Admin fee / account holder | $66 | $2,708-97.5% | $5,098-98.7% | $3,454-98.1% |