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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.
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,702 | $28,167-94.0% | $73,658-97.7% | $64,728-97.4% |
| Participation rate | 31.5% | 21.1%+10.5pp | 57.0%-25.5pp | 57.9%-26.4pp |
| Annual return | 131.18% | 139.75%-8.6pp | 29.72%+101.5pp | 49.38%+81.8pp |
| Employer contribution / active EE | $0 | $373-100.0% | $1,032-100.0% | $2,243-100.0% |
| Participant deferral / active EE | $358 | $597-40.0% | $2,062-82.6% | $2,729-86.9% |
| Admin fee / account holder | $73 | $1,791-95.9% | $3,357-97.8% | $1,145-93.6% |