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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.
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 | $50,761-91.4% | $94,105-95.4% | $71,012-93.9% |
| Participation rate | 36.4% | 52.1%-15.7pp | 71.9%-35.6pp | 58.6%-22.2pp |
| Annual return | 19.47% | 18.04%+1.4pp | 204.55%-185.1pp | 37.67%-18.2pp |
| Employer contribution / active EE | $145 | $1,457-90.0% | $2,504-94.2% | $2,348-93.8% |
| Participant deferral / active EE | $412 | $2,527-83.7% | $3,881-89.4% | $3,246-87.3% |
| Admin fee / account holder | $39 | $653-94.0% | $6,199-99.4% | $1,167-96.7% |