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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $4,595 | $42,772-89.3% | $87,502-94.7% | $55,167-91.7% |
| Participation rate | 51.6% | 66.5%-14.9pp | 73.8%-22.2pp | 69.0%-17.4pp |
| Annual return | 30.26% | 21.20%+9.1pp | 12.21%+18.0pp | 169.23%-139.0pp |
| Employer contribution / active EE | $690 | $1,277-46.0% | $2,550-72.9% | $1,963-64.8% |
| Participant deferral / active EE | $1,046 | $2,342-55.3% | $3,149-66.8% | $3,054-65.7% |
| Admin fee / account holder | $273 | $461-40.7% | $4,221-93.5% | $504-45.7% |