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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $21,432 | $64,176-66.6% | $112,249-80.9% | $66,938-68.0% |
| Participation rate | 54.7% | 68.4%-13.7pp | 75.1%-20.4pp | 69.8%-15.1pp |
| Annual return | -14.55% | -13.80%-0.7pp | 27.48%-42.0pp | 1.58%-16.1pp |
| Employer contribution / active EE | $1,551 | $3,007-48.4% | $3,636-57.3% | $2,545-39.1% |
| Participant deferral / active EE | $3,524 | $3,694-4.6% | $4,729-25.5% | $4,238-16.9% |
| Admin fee / account holder | $9 | $626-98.5% | $6,412-99.9% | $594-98.4% |