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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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,224 | $43,423-69.5% | $78,676-83.2% | $55,167-76.0% |
| Participation rate | 65.5% | 68.0%-2.5pp | 73.6%-8.1pp | 69.0%-3.5pp |
| Annual return | 7.94% | 11.53%-3.6pp | 62.19%-54.3pp | 169.23%-161.3pp |
| Employer contribution / active EE | $1,062 | $1,997-46.8% | $2,850-62.7% | $1,963-45.9% |
| Participant deferral / active EE | $1,273 | $2,509-49.2% | $3,517-63.8% | $3,054-58.3% |
| Admin fee / account holder | $248 | $416-40.4% | $4,510-94.5% | $504-50.8% |