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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 | $11,693 | $107,415-89.1% | $135,982-91.4% | $80,169-85.4% |
| Participation rate | 0.0% | 78.0%-78.0pp | 81.9%-81.9pp | 72.9%-72.9pp |
| Annual return | 138.44% | 91.99%+46.4pp | 68.32%+70.1pp | 40.39%+98.0pp |
| Employer contribution / active EE | $0 | $3,878-100.0% | $4,859-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $62 | $8,189-99.2% | $7,760-99.2% | $5,016-98.8% |
| Admin fee / account holder | $0 | $127-100.0% | $10,767-100.0% | $145-100.0% |