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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 | $4,367 | $51,895-91.6% | $93,063-95.3% | $79,634-94.5% |
| Participation rate | 36.4% | 52.6%-16.2pp | 72.1%-35.7pp | 62.5%-26.1pp |
| Annual return | 19.47% | 18.14%+1.3pp | 34.15%-14.7pp | 36.46%-17.0pp |
| Employer contribution / active EE | $145 | $1,561-90.7% | $2,476-94.1% | $2,529-94.3% |
| Participant deferral / active EE | $412 | $2,964-86.1% | $3,958-89.6% | $3,835-89.3% |
| Admin fee / account holder | $39 | $657-94.1% | $6,033-99.4% | $1,002-96.1% |