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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 | $5,209 | $95,383-94.5% | $185,837-97.2% | $85,856-93.9% |
| Participation rate | 67.2% | 68.8%-1.5pp | 81.7%-14.5pp | 69.3%-2.1pp |
| Annual return | 16.30% | 23.59%-7.3pp | 122.08%-105.8pp | 318.58%-302.3pp |
| Employer contribution / active EE | $0 | $3,313-100.0% | $5,168-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,437 | $3,423-28.8% | $5,568-56.2% | $3,952-38.3% |
| Admin fee / account holder | $270 | $7,213-96.3% | $16,241-98.3% | $6,261-95.7% |