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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $5,362 | $46,732-88.5% | $156,551-96.6% | $55,167-90.3% |
| Participation rate | 60.3% | 65.8%-5.5pp | 84.0%-23.7pp | 69.0%-8.7pp |
| Annual return | 128.72% | 17.72%+111.0pp | 32.23%+96.5pp | 169.23%-40.5pp |
| Employer contribution / active EE | $697 | $2,105-66.9% | $5,501-87.3% | $1,963-64.5% |
| Participant deferral / active EE | $1,076 | $2,204-51.2% | $4,871-77.9% | $3,054-64.8% |
| Admin fee / account holder | $83 | $418-80.2% | $13,028-99.4% | $504-83.6% |