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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,690 | $52,722-93.0% | $90,440-95.9% | $73,412-95.0% |
| Participation rate | 35.7% | 67.7%-32.0pp | 72.7%-37.0pp | 72.2%-36.5pp |
| Annual return | 35.53% | 20.70%+14.8pp | 1294.38%-1258.9pp | 59.30%-23.8pp |
| Employer contribution / active EE | $0 | $1,872-100.0% | $3,263-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $769 | $2,810-72.6% | $3,964-80.6% | $3,806-79.8% |
| Admin fee / account holder | $44 | $117-62.1% | $5,615-99.2% | $158-71.9% |