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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 | $990 | $38,967-97.5% | $86,233-98.9% | $79,634-98.8% |
| Participation rate | 39.8% | 34.1%+5.8pp | 69.0%-29.2pp | 62.5%-22.6pp |
| Annual return | 43.06% | 49.90%-6.8pp | 61.39%-18.3pp | 36.46%+6.6pp |
| Employer contribution / active EE | $0 | $868-100.0% | $2,504-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $364 | $1,663-78.1% | $4,559-92.0% | $3,835-90.5% |
| Admin fee / account holder | $5 | $2,660-99.8% | $8,342-99.9% | $1,002-99.5% |