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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 | $2,377 | $38,967-93.9% | $86,233-97.2% | $79,634-97.0% |
| Participation rate | 29.5% | 34.1%-4.6pp | 69.0%-39.5pp | 62.5%-33.0pp |
| Annual return | 169.90% | 49.90%+120.0pp | 61.39%+108.5pp | 36.46%+133.4pp |
| Employer contribution / active EE | $0 | $868-100.0% | $2,504-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $403 | $1,663-75.8% | $4,559-91.2% | $3,835-89.5% |
| Admin fee / account holder | $267 | $2,660-90.0% | $8,342-96.8% | $1,002-73.4% |