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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.
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 | $4,612 | $31,105-85.2% | $53,647-91.4% | $64,097-92.8% |
| Participation rate | 38.5% | 30.7%+7.8pp | 56.3%-17.8pp | 55.2%-16.7pp |
| Annual return | 18.62% | 22.54%-3.9pp | 358.33%-339.7pp | 34.64%-16.0pp |
| Employer contribution / active EE | $0 | $441-100.0% | $962-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $696 | $896-22.3% | $1,813-61.6% | $3,080-77.4% |
| Admin fee / account holder | $178 | $2,195-91.9% | $2,460-92.8% | $3,454-94.8% |