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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 | $10,005 | $89,652-88.8% | $141,177-92.9% | $65,185-84.7% |
| Participation rate | 52.4% | 74.7%-22.3pp | 82.5%-30.1pp | 70.2%-17.8pp |
| Annual return | 52.50% | 32.79%+19.7pp | 71.40%-18.9pp | 29.38%+23.1pp |
| Employer contribution / active EE | $630 | $3,065-79.4% | $4,736-86.7% | $2,177-71.0% |
| Participant deferral / active EE | $2,977 | $5,691-47.7% | $6,710-55.6% | $3,514-15.3% |
| Admin fee / account holder | $217 | $569-61.8% | $10,263-97.9% | $847-74.4% |