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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 | $2,011 | $58,726-96.6% | $92,240-97.8% | $62,293-96.8% |
| Participation rate | 65.2% | 68.3%-3.2pp | 76.5%-11.3pp | 69.5%-4.4pp |
| Annual return | 0.00% | 43.62%-43.6pp | 176.29%-176.3pp | 28.90%-28.9pp |
| Employer contribution / active EE | $508 | $2,392-78.8% | $3,680-86.2% | $2,042-75.1% |
| Participant deferral / active EE | $1,182 | $2,766-57.3% | $3,897-69.7% | $3,169-62.7% |
| Admin fee / account holder | $31 | $556-94.4% | $5,194-99.4% | $479-93.5% |