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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.
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 | $3,449 | $73,863-95.3% | $143,797-97.6% | $68,490-95.0% |
| Participation rate | 68.6% | 66.7%+1.9pp | 80.3%-11.7pp | 67.9%+0.7pp |
| Annual return | -19.13% | 0.91%-20.0pp | -0.04%-19.1pp | -7.85%-11.3pp |
| Employer contribution / active EE | $618 | $3,185-80.6% | $4,952-87.5% | $2,597-76.2% |
| Participant deferral / active EE | $300 | $3,385-91.1% | $5,638-94.7% | $4,028-92.6% |
| Admin fee / account holder | $211 | $5,756-96.3% | $14,679-98.6% | $5,403-96.1% |